Jeffrey Nolan (CRD# 1330454) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Charles, IL and has over 29 years of experience in the finance industry.
CRD# 3025408
Primerica Advisors
CRD# 2518026
Calamos Advisors LLC
CRD# 4316392
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | May 2024 - Current | < 1 |
| Riverstone Wealth Partners | Elgin, IL | May 2024 - Current | < 1 |
| Securities America, Inc. | Elgin, IL | Nov 2017 - May 2024 | 6 |
| Securities America Advisors | Elgin, IL | Nov 2017 - May 2024 | 6 |
| Invest Financial Corp | Tampa, FL | Jan 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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