Fragasso Financial Advisors
46yrs
Top advisor by experience in McMurray
2yrs
Jared Nicholson
Financial advisor at Confluence Financial Partners
Jared Nicholson is a fiduciary financial advisor in McMurray, Pennsylvania, with 2 years in the industry. Jared joined Confluence Financial Partners in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Confluence Financial Partners reports being paid through a percentage of assets and flat fees.
One of 60 advisors with offices in McMurray, and one of 54 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office732 E McMurray Rd, McMurray, PA 15317
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.44 million
Advisors at the firm45
States licensed ?1 state
Services through Confluence Financial Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowConfluence Financial PartnersCurrent firm
Contact Jared
(724) 271-8801Confluence Financial Partners main office 732 E McMurray RdMcMurray, PA 15317Office · Get directions Firm websitewww.confluencefp.com
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call Confluence Financial Partners at (724) 271-8801 and ask for Jared Nicholson. Jared works from the McMurray, PA office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jared hold?
Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Confluence Financial Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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