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Valerie Jackson Nichols

Smith & Howard Wealth Management, LLC

Atlanta, GA

CRD 6653679

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Employer firm

Smith & Howard Wealth Management, LLC CRD 109540

$727M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Smith & Howard Wealth Management, Llc

271 17Th Street Nw Suite 2100, Atlanta, GA 30363 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-08-31
  • GA RA
    APPROVED
    Since 2016-08-31

Branch Locations

271 17Th Street Nw Suite 2100, Atlanta, GA 30363 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smith & Howard Wealth Management, Llc Atlanta GA 08/2016 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Valerie Anne Jackson
  • Valerie Nichols

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

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