JN
Jennifer D. Nicholson
NICHOLSON MEYER CAPITAL MANAGEMENT
KANSAS CITY, MO 64112
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CRD#: 2044940
JN
Professional summary
Jennifer Dawson Nicholson, CFP® is a registered financial advisor currently at NICHOLSON MEYER CAPITAL MANAGEMENT, INC. located in Kansas City, Missouri.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jennifer has worked at 1 firm and has passed the Series 63 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) CURRENT MEMBER OF ADVISORY BOARD AND INVESTMENT COMMITTEE FOR THE WOMEN'S FOUNDATION OF GREATER KANSAS CITY, LOCATED IN KANSAS CITY, MO, A FOUNDATION BENEFITING WOMEN AND GIRLS IN THE GREATER KANSAS CITY AREA, AN ENTITY WITH WHICH SHE HAS BEEN AFFILIATED SINCE 1991. DUTIES RELATE TO INVESTMENT REVIEW, AND ARE LIMITED TO APPROXIMATELY TWO HOURS PER MONTH, NONE OF WHICH DURING REGULAR TRADING HOURS.
2.) CURRENT CHAIR AND MEMBER OF FINANCE COMMITTEE FOR NORTHWEST FOUNDATION BENEFITING NORTHWEST MISSOURI UNIVERSITY, LOCATED IN MARYVILLE, MISSOURI, AN ENTITY WITH WHICH SHE HAS BEEN AFFILIATED SINCE 2012. DUTIES RELATED TO INVESTMENT REVIEW AND OVERSIGHT OF THE FOUNDATION'S OUTSIDE INVESTMENT ADVISOR, AND ARE LIMITED TO APPROXIMATELY 2.5 HOURS PER MONTH, NONE OF WHICH DURING REGULAR TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Dawson Nicholson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 26, 1995 - Present
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
Office #1: 4600 Madison Avenue, Suite 150, Kansas City, MO 64112RIA
CRD#: 105580
KANSAS CITY, MO
Past
October 26, 1995 - December 31, 2002
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
RIA
CRD#: 105580
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NM
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CONUS & NICHOLSON INC | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | NICHOLSON CAPITAL MANAGEMENT, INC.
CRD#: 105580 / SEC#: 801-113175
RIA
Registered Investment Advisory firm - (5/4/2018 Approved)Colorado
Registered Investment Advisory firm - (5/11/2018 Terminated)Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)Louisiana
Registered Investment Advisory firm - (5/9/2018 Terminated)Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)Wisconsin
Registered Investment Advisory firm - (5/14/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(10/26/1995)
IAR
Texas(12/3/2013)
Exams
State Security Law Exam
Current Firm
NM
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CONUS & NICHOLSON INC | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | NICHOLSON CAPITAL MANAGEMENT, INC.
CRD#: 105580 / SEC#: 801-113175
RIA
Registered Investment Advisory firm - (5/4/2018 Approved)Colorado
Registered Investment Advisory firm - (5/11/2018 Terminated)Kansas
Registered Investment Advisory firm - (5/7/2018 Terminated)Louisiana
Registered Investment Advisory firm - (5/9/2018 Terminated)Missouri
Registered Investment Advisory firm - (5/7/2018 Terminated)Texas
Registered Investment Advisory firm - (5/7/2018 Terminated)Wisconsin
Registered Investment Advisory firm - (5/14/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 Madison Avenue Suite 150, Kansas City, MO 64112
Mailing Address
Phone number
(816) 931-5757
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 636 |
| AUM (Assets Under Management) | $ 292,909,874 |
Red Flags
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Company Information
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD#: 105580Kansas City, MO 64112TRUST BUT VERIFY
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Contact information
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