Jeffrey Ward Nolan

Current Employers

Employment History

• 06/2026 → Present
  Watersedge Wealth Advisors
  Saint Charles, IL
• 01/2014 → 11/2017
  Invest Financial Corp
  Tampa, FL
• 11/2017 → 05/2024
  Securities America, Inc.
  Elgin, IL
• 11/2017 → 05/2024
  Securities America Advisors
  Elgin, IL
• 05/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 05/2024 → 06/2026
  Riverstone Wealth Partners
  Elgin, IL

Previous Registrations

• 2017-11-16 → 2024-05-01
  Securities America Advisors, Inc.
  Elgin, IL
• 2014-01-02 → 2017-11-20
  Invest Financial Corporation
  Appleton, WI
  Elgin, IL
• 2009-10-02 → 2013-12-31
  Lpl Financial Llc
  Elgin, IL
  Elgin, IL
  San Diego, CA
• 2006-02-10 → 2009-10-07
  Invest Financial Corporation
  Naperville, IL
  Elgin, IL
  Downers Grove, IL
  East Dundee, IL
  Elgin, IL
  Huntley, IL
  West Dundee, IL
  Elgin, IL
  Elgin, IL
  Carpentersville, IL
• 2005-08-19 → 2006-02-07
  Qa3 Financial Llc
  West Dundee, IL
• 2004-09-15 → 2005-08-18
  United Securities Alliance, Inc.
  Elgin, IL
• 2003-07-15 → 2005-01-18
  Investment Funding Advisory Services, Llc
  Elgin, IL
• 2004-04-29 → 2004-12-07
  Financial Management & Advisory Services, Llc
  Elgin, CA

Other Businesses

Fixed insurance sales; Located at 606 Riverside Avenue, Saint Charles, IL 60174, as of 04/30/2024; 20% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-06
• S63 Uniform Securities Agent State Law Examination
  1995-02-22

Other Names

• Jeff W Nolan