Jeremiah Keith Nolen
Professional Summary
Jeremiah Keith Nolen, who also goes by Jeremiah Nolen, is a registered financial advisor currently at NEXT PHASE ADVISORS located in Cullman, Alabama. Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeremiah has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Cashflow & Budgeting
Specializations
Biography
As a National Social Security Advisor and graduate in Business Management from Athens State University, I bring over 20 years of experience in the Financial Services Industry to help clients plan for their retirement. Holding a National Social Security Advisor Certificate (NSSA), I am dedicated to providing comprehensive advice on Social Security benefits. In my personal life, I have been happily married to my beautiful wife Jessica for 16 years, and we have four wonderful...
Other Aliases
Jeremiah Nolen
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
NEXT PHASE ADVISORS | NEXT PHASE ADVISORS LLC
Contact Information
Main Address
1120 2nd Ave Sw, Cullman, AL 35055Mailing Address
1236 Cullman Shopping Center Nw Ste 130, Cullman, AL 35055Phone Number
(256) 841-7727# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
308AUM (Assets Under Management)
$37,177,625Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/13/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Keith Nolen's CRS (Customer Relationship Summary).
Services Offered by Jeremiah
- Financial Planning
- Investment Management
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Cashflow & Budgeting
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