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Jeremiah Keith Nolen

Next Phase Advisors

Cullman, AL

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Current Employers
Next Phase Advisors

1120 2Nd Ave Sw, Cullman, AL 35055 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-09-13
  • AL RA
    APPROVED
    Since 2024-09-13

Branch Locations

1120 2Nd Ave Sw, Cullman, AL 35055 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regions Bank Cullman AL 04/2009 04/2017
Brookstone Wealth Advisors Wheaton IL 08/2022 09/2024
Nolen Financial Group Hanceville AL 04/2017 Present
Next Phase Advisors Llc Cullman AL 06/2023 Present
Next Phase Advisors Llc Cullman AL 09/2024 Present
  • 04/2009 → 04/2017
    Regions Bank
    Cullman, AL
  • 08/2022 → 09/2024
    Brookstone Wealth Advisors
    Wheaton, IL
  • 04/2017 → Present
    Nolen Financial Group
    Hanceville, AL
  • 06/2023 → Present
    Next Phase Advisors Llc
    Cullman, AL
  • 09/2024 → Present
    Next Phase Advisors Llc
    Cullman, AL
Previous Registrations
Other Businesses

a licensed insurance agent and owner of Nolen Financial Group

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2007-07-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2007-07-19
Other Names
  • Jeremiah Nolen

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