Unclaimed Profile

John David Wylie

NICHOLAS INVESTMENT PARTNERS, L.P.·RANCHO SANTA FE, California

Series 2, Series 6, Series 26, Series 63, Series 65Clean record24 years registeredNICHOLAS INVESTMENT PARTNERS, L.P.

6451 EL SICOMORO STREET, RANCHO SANTA FE, CA 92067CRD# 1122263Firm CRD# 140159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John David Wylie · RANCHO SANTA FE, CA

Registration

CRD #1122263 · NICHOLAS INVESTMENT PARTNERS, L.P. · 24 years registered

Brand Profile

Not yet started

Career History

NICHOLAS INVESTMENT PARTNERS, L.P.

Apr 2008 – present

CAPITALWORKS INVESTMENT PARTNERS LLC

Jan 2002 – Apr 2007

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · January 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NICHOLAS INVESTMENT PARTNERS, L.P.

CRD 140159 · SEC 801-66532

AUM

$924M

Regulatory assets under management

Employees

32 client accounts

Services offered by NICHOLAS INVESTMENT PARTNERS, L.P.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at NICHOLAS INVESTMENT PARTNERS, L.P. →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RANCHO SANTA FE?

Browse all registered financial advisors in RANCHO SANTA FE, California or claim this profile if it's yours.

Browse RANCHO SANTA FE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John David Wylie offer?

John David Wylie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.

What are John David Wylie's credentials?

John David Wylie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Wylie located?

John David Wylie is based in RANCHO SANTA FE, California, working with NICHOLAS INVESTMENT PARTNERS, L.P.. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.

How does John David Wylie charge for services?

John David Wylie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NICHOLAS INVESTMENT PARTNERS, L.P.?

NICHOLAS INVESTMENT PARTNERS, L.P. has approximately 12 employees and manages $924M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →