Jeremy D. Nichols

BUTTONWOOD WEALTH

Winchester, VA 22601

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CRD#: 4632489

Professional summary

Jeremy Dustin Nichols, AIF®, CFP®, who also goes by Jeremy Nichols, is a registered financial advisor currently at BUTTONWOOD WEALTH located in Winchester, Virginia and LPL FINANCIAL LLC located in Winchester, Virginia.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jeremy has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jeremy Nichols

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. 2/11/2020 - Buttonwood Wealth, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/2020. 2. 2/19/2020 - Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 1/2020 - 50 Hours Per Month - I provide investment advisory services through Buttonwood Wealth, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Dustin Nichols's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

February 11, 2020 - Present

BUTTONWOOD WEALTH

Office #1: 27 West Boscawen Street, Winchester, VA 22601

RIA

CRD#: 305896

Winchester, VA

Current

February 11, 2020 - Present

LPL FINANCIAL LLC

Office #1: 27 West Boscawen Street, Winchester, VA 22601

RIA

CRD#: 7556

PURCHASE, NY

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".

BUTTONWOOD WEALTH

BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC

CRD#: 305896 / SEC#: 801-117676

RIA

Registered Investment Advisory firm - (11/21/2019 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

District of Columbia
(2/13/2020)

Georgia
(2/11/2020)

Maryland
(2/11/2020)

North Carolina
(2/13/2020)

IAR

Texas
(5/13/2021)

Texas
(11/18/2024)

Virginia
(2/11/2020)

IAR

BUTTONWOOD WEALTH

BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC

CRD#: 305896 / SEC#: 801-117676

RIA

Registered Investment Advisory firm - (11/21/2019 Approved)

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Contact information

Main Address

27 West Boscawen Street, Winchester, VA 22601

Mailing Address

Phone number

(540) 662-5233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BUTTONWOOD WEALTH FORM ADV PART 2 BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	836
AUM (Assets Under Management)	$ 306,948,786

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeremy D. Nichols

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Dustin Nichols's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

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MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BUTTONWOOD WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2003

SIE

Date: 10/1/2018

Series 31

Date: 8/27/2003

Series 7

Date: 5/29/2003

FINRA

Current Firm

BUTTONWOOD WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BUTTONWOOD WEALTH

TRUST BUT VERIFY

Contact information

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