William Justin Nichols

Current Employers

Employment History

• 04/2008 → 05/2018
  United States Navy
  Jacksonville, FL
• 04/2018 → 12/2018
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 04/2018 → 04/2019
  Summerton Oaks Landscaping Development And Maintenance Llc
  Jacksonville, FL
• 04/2019 → 04/2021
  Bankers Life And Casualty
  Jacksonville, FL
• 09/2017 → 04/2021
  Summerton Oaks Landscape Development And Maintenance Llc
  Jacksonville, FL
• 04/2021 → Present
  Principal Life Insurance Company
  Jacksonville, FL
• 04/2021 → Present
  Principal Securities, Inc.
  Jacksonville, FL
• 10/2021 → 05/2022
  Union Financial, Inc.
  Jacksonville, FL
• 03/2025 → Present
  Green Wealth Management
  Jacksonville, FL
• 11/2005 → Present
  Executive Private Wealth
  Jacksonville, FL

Previous Registrations

• 2019-09-16 → 2021-03-22
  Bankers Life Advisory Services, Inc.
  Chicago, IL
  Jacksonville, FL

Other Businesses

**Fixed Insurance; Investment Related; Jacksonville, FL; Agent; Fixed Life, DI, Annuities, LTC, Health & Medical; Start Date: 05/01/2021; 40 hrs per month; 40 during trading hours. **Fixed insurance; Investment Related; Jacksonville, FL; Broker; Medicare, Medicaid, Medicare Supplements; Start Date: 05/01/2021; 20 hrs per month; 20 during trading hours. **GREEN WEALTH MANAGEMENT (DBA) POSITION: Managing Director NATURE: Business Consulting, DI/A&H Insurance, Fee-based Financial Planning, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL, Seminars/Educational Workshops, as well as those areas covered under my approved outside sales OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 04/01/2025 ADDRESS: 4282 Summerton Oaks Circle, Jacksonville FL 32223, United States DESCRIPTION: Title: Directing Manager of Green Wealth Management. **EXECUTIVE PRIVATE WEALTH (DBA) POSITION: Lead Wealth Advisor NATURE: Business Consulting, DI/A&H Insurance, Fee-based Financial Planning, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL, Seminars/Educational Workshops, as well as those areas covered under my approved outside sales OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 11/13/2005 ADDRESS: 4282 Summerton Oaks Cir, Jacksonville FL 32223, United States DESCRIPTION: Title: Founding Partner Role: Lead Wealth Advisor Products and Services: Investment Management, Financial Planning (Fee based), Financial Adviser, Fee Based Accounts (wrap), Brokerage, Business Consulting, Insurance-Life Insurance (UL, IUL, Variable, Whole Life, Final Expense), Group Healthcare, Medicare- Medicare Supplement, Medicare Advantage Plans, Disability Insurance, Annuities (Variable, RILA, FIA, Fixed),Long Term Care, Seminars and Educational workshops ranging on topics about Medicare, Social Security, LTC, Retirement & Estate Planning. Customers that will be served: The target market is clients that are business executives. **CONSULTING SERVICES POSITION: Consulting Services for Green Insurance NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 11/16/2025 ADDRESS: 4282 Summerton Oaks Cir, Jacksonville FL 32223, United States DESCRIPTION: Consulting services consist of non-securities general guidance and weekly staff trainings on fixed insurance topics. All consulting happens outside of Principal work hours, uses no firm resources, involves absolutely no securities products, variable products, or Principal clients. The compensation earned from my consulting services is not tied to sales, commissions, referrals, or quotas for the Green Insurance Agency.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-17

Other Names

• Justin Nichols