JN
JN
Jeremiah Nolen
11 Years of Experience
Cullman, AL
1 DisclosureSells Insurance
Jeremiah Nolen is a registered investment advisor at Next Phase Advisors, based in Cullman, AL, with 11 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 143 clients with $32M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
143 clients
Average Client Portfolio
$220K average
Assets Under Management
$31.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1120 2nd Ave SW, Cullman, AL, 35055
Get directionsHistory
Regulatory History (1)
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Financial
October 2020Final
Other Business ActivitiesSells Insurance
Jeremiah is a licensed insurance agent and owner of Nolen Financial Group.
Employment History
Current Registrations
Next Phase Advisors
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
August 2022 - September 2024 · 2 yrs 1 mo
Cetera Investment Services LLCBroker
May 2013 - December 2016 · 3 yrs 7 mos
Morgan Keegan & Company, INC.Broker
July 2009 - March 2012 · 2 yrs 8 mos
Morgan Keegan & Company, INC.
July 2009 - March 2012 · 2 yrs 8 mos
Wells Fargo Advisors, LLC
June 2008 - May 2009 · 11 mos
Wells Fargo Advisors, LLCBroker
July 2007 - May 2009 · 1 yr 10 mos
State Registrations1 state
AL
Advisor
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.