Advisor at Buttonwood Wealth
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Firm
Buttonwood Wealth
Location
Winchester, VA 22601
Credentials
CFP®, Series 66
Industry experience
22 years
Jeremy Nichols is a CFP® professional with 22 years of industry experience. He has worked at Buttonwood Wealth since 2020 and previously held roles at Cambridge Investment Research Advisors and INVEST Financial Corp. Nichols provides investment advisory services through Buttonwood Wealth, an independent registered investment advisory firm. Buttonwood Wealth is a six-advisor firm managing approximately $425 million for around 399 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs diversified asset-allocation models and both fundamental and technical analysis, offering discretionary portfolio management, financial planning, and participant education for retirement plans.
Based on Buttonwood Wealth
Based on Buttonwood Wealth
Certain associated persons receive commissions for insurance and securities sales outside advisory accounts. Advisory accounts do not generate commissions.
$300 per hour for financial planning services (negotiable); full waiver if client engages portfolio management services.
27 West Boscawen Street
Winchester, VA 22601
Texas · Virginia
Buttonwood Wealth
2020 - Present (6 years)
LPL Financial, llc
2020 - Present (6 years)
Cambridge Investment Research Advisors
2017 - 2020 (3 years)
Cambridge Investment Research, Inc.
2017 - 2020 (3 years)
INVEST Financial Corp
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 65
Winchester, VA
Westbourne Investments, Inc.
CFP®
Winchester, VA
Buttonwood Wealth
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