JN
JN
Jeredith Nolan is a registered investment advisor, based in Amherst, NY, with 32 years of industry experience.
Location
200 John James Audubon Pkwy, Suite 202, Amherst, NY, 14228
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Regulatory History (2)
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Customer Dispute
November 2016Denied
Customer Dispute
June 2005Denied
Other Business ActivitiesSells Insurance
Jeredith works as an insurance agent/sales representative, selling life insurance and fixed annuities since June 2023. This activity requires a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2026 - Present · 3 mos
Belpointe Asset Management LLC
November 2025 - Present · 6 mos
Previous Registrations
MML Investors Services, LLC
June 2021 - November 2025 · 4 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - November 2025 · 8 yrs 8 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
May 2010 - January 2015 · 4 yrs 8 mos
Metlife Securities INC.Broker
March 1994 - May 2010 · 16 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
March 1994 - July 2007 · 13 yrs 4 mos
State Registrations9 states
CADCFLILNCNYSCTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.