Jeremy Nichols has been an investment adviser representative at Buttonwood Wealth since February 2020, and is not listed among the firm’s executive officers or direct owners. Jeremy Nichols holds a BBA in Finance from The College of William and Mary and a BA in Government from The College of William and Mary.
Buttonwood Wealth, LLC is a Winchester, VA firm with $425M under management, 406 clients and 6 advisers across 3 offices, as of its February 2026 filing.
Jeremy Nichols is Partner of Buttonwood Wealth. Early in his career he worked as a financial advisor with two wirehouse firms. He later managed his own firm, Winchester Wealth Management.
Jeremy Nichols’ longest registration was 8 years at Invest Financial Corporation (2009–2017). Before joining Buttonwood Wealth in 2020, Jeremy Nichols was registered through Cambridge Investment Research Advisors, Inc. and Invest Financial Corporation.
- Buttonwood WealthCurrent– present · 6 yearsWinchester, VA · Adviser representative · Firm CRD 305896
- Cambridge Investment Research Advisors, Inc.– · 2 yearsWinchester, VA · Adviser representative · Firm CRD 134139
- Invest Financial Corporation– · 8 yearsWinchester, VA · Adviser representative · Firm CRD 12984
- Morgan Stanley Smith Barney LLC– · under a yearAlexandria, VA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 4 yearsAlexandria, VA · Adviser representative · Firm CRD 7059
- Morgan Stanley– · 1 yearAlexandria, VA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Jeremy Nichols is registered as an investment adviser representative in 2 states. The first approvals date from February 2020; the most recent is Texas, in May 2021.
- TexasSince 13 May 2021
- VirginiaSince 11 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 27 August 2003 |
| Series 66 | Uniform Combined State Law Examination | 17 June 2003 |
| Series 7 | General Securities Representative Examination | 29 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Dustin Nichols
- CRD
- 4632489
- Firm
- Buttonwood Wealth · CRD 305896
- Office
- 27 WEST BOSCAWEN STREET, Winchester, VA 22601
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bwlegacy.com
Where does Jeremy Nichols work?
Jeremy Nichols is an investment adviser representative registered through Buttonwood Wealth, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Nichols a financial advisor?
Yes. Jeremy Nichols has a current investment-adviser registration in Texas and Virginia, through Buttonwood Wealth since February 2020.
How many years of experience does Jeremy Nichols have?
Jeremy Nichols has 23 years in the financial industry, since June 2003, across 6 adviser firms.
What exams has Jeremy Nichols passed?
Jeremy Nichols has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in May 2003. FINRA credited Jeremy Nichols with the SIE, which began in October 2018.
Where did Jeremy Nichols work before Buttonwood Wealth?
Before Buttonwood Wealth, Jeremy Nichols was registered through Invest Financial Corporation, October 2009 to December 2017; Morgan Stanley Smith Barney LLC, June 2009 to November 2009; Citigroup Global Markets Inc., September 2004 to June 2009; Morgan Stanley, June 2003 to September 2004.
Where is Jeremy Nichols based?
Jeremy Nichols’ registered office is in Winchester, VA.
Is Jeremy Nichols registered with FINRA?
Yes. Jeremy Nichols has a current broker registration, under CRD 4632489.
Source: FINRA BrokerCheck
How can I verify Jeremy Nichols’ record?
Search CRD 4632489 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeremy Nichols’ full registration record.