Nicholas Jon Tolerton
Investment adviser representative at Peace of Mind Wealth Management
10 yearsExperience
1 stateRegistered in
$283.3MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Peace of Mind Wealth ManagementJul 2025 to now
- Pom Investment Strategies, LLCJul 2025 to now
- Strategic Wealth DesignersAug 2021 to Jul 2025
- Strategic Wealth Investment Group, LLCAug 2021 to Jul 2025
- Equitable Advisors, LLCMar 2020 to Jul 2025
- AXA Advisors, LLCMar 2020 to Jun 2020
- Full Time StudentAug 2019 to Mar 2020
- Raliegh Marketing ConsultantsNov 2018 to Aug 2019
- EquitableOct 2018 to Jul 2021
- UnemployedAug 2018 to Nov 2018
- Wake County Public School SystemAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Peace of Mind Wealth Management
Legal name: Pom Investment Strategies, LLC
$283.3MAssets managed
329Clients
8Advisers
4 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
- 7236699
- Firm CRD
- 317067