Jeffrey Wayne Nicholson
Investment adviser representative at LPL Financial LLC
27 yearsExperience
20 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Sage Oak Wealth Partners, L.L.C.May 2021 to now
- Jeffrey W Nicholson CoinsNov 2019 to now
- Blemont Blvd Christian ChurchJan 2017 to now
- Belmont Blvd ChurchMar 2001 to now
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2000 to Jul 2021
- Waddell & Reed, IncNov 1999 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 20 states (AR, CA, CO, FL, GA, IL, KS, KY, MN, MO, NC, NE, NH, NJ, SC, TX, UT, VA, WA, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4075852
- Firm CRD
- 6413