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James L Nicholson

Pinnacle Wealth Advisors

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About James L Nicholson

James Nicholson is a financial advisor with over 14 years of experience in the industry. James is currently registered with Pinnacle Wealth Advisors in Nashville, TN. James is a Registered Investment Advisor (RIA) in the state of Tennessee. Before joining Pinnacle Wealth Advisors, James was employed with FTB Advisors, Inc. in Memphis, TN and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Franklin, TN. James has a strong background in providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations.

Firm Information

James Nicholson is currently registered with Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is a Nashville, TN-based wealth management firm with $817 million in regulatory assets under management. The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, banking institutions, and charitable organizations. Pinnacle Wealth Advisors offers a wrap fee program and has a team of 5 investment adviser representatives and 2 registered representatives.
Pinnacle Wealth Advisors

150 THIRD AVENUE SOUTH

NASHVILLE, TN 37201

$817.02M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Nicholson’s Registration & Firm History

TN

11/13/2023 - Present

Pinnacle Wealth Advisors (NASHVILLE TN)

TN

01/08/2015 - 05/22/2019

FTB ADVISORS, INC. (MEMPHIS TN)

TN

07/15/2013 - 08/07/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)

NY

05/14/2009 - 06/07/2013

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/01/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James L Nicholson.
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