Nicholas Jon Tolerton

Employer firm

Peace Of Mind Wealth Management CRD 317067

$283M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2019 → 03/2020
  Full Time Student
  Garner, NC
• 11/2018 → 08/2019
  Raliegh Marketing Consultants
  Raleigh, NC
• 08/2018 → 11/2018
  Unemployed
  Garner, NC
• 08/2016 → 08/2018
  Wake County Public School System
  Raleigh, NC
• 03/2020 → 07/2025
  Equitable Advisors, Llc
  New York, NY
• 10/2018 → 07/2021
  Equitable
  Raleigh, NC
• 08/2021 → 07/2025
  Strategic Wealth Designers
  Raleigh, NC
• 08/2021 → 07/2025
  Strategic Wealth Investment Group, Llc
  Garner, NC
• 07/2025 → Present
  Pom Investment Strategies, Llc
  Raleigh, NC

Previous Registrations

• 2021-11-01 → 2025-04-25
  Strategic Wealth Investment Group, Llc
  Louisville, KY
  Garner, NC
• 2020-09-03 → 2021-06-21
  Equitable Advisors, Llc
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-02-25

Other Names

• Nic Tolerton
• Nicholas Tolerton