Unclaimed Profile

Jeffrey William Nutting

ARGOS WEALTH ADVISORS LLC·NAPA, California

Series 7, Series 63Clean record8 years registeredARGOS WEALTH ADVISORS LLC

4900 REDWOOD ROAD, NAPA, CA 94558-9555CRD# 5407403Firm CRD# 144481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey William Nutting · NAPA, CA

Registration

CRD #5407403 · ARGOS WEALTH ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARGOS WEALTH ADVISORS LLC

ARGOS WEALTH ADVISORS LLC

Dec 2017 – Jul 2022

PARK CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 5, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGOS WEALTH ADVISORS LLC

CRD 144481 · SEC 801-68097

AUM

$830M

Regulatory assets under management

Employees

222 client accounts

Services offered by ARGOS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ARGOS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey William Nutting offer?

Jeffrey William Nutting specializes in Financial Planning, Investment Management, Retirement Planning.

What are Jeffrey William Nutting's credentials?

Jeffrey William Nutting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey William Nutting located?

Jeffrey William Nutting is based in NAPA, California, last registered with ARGOS WEALTH ADVISORS LLC.

How does Jeffrey William Nutting charge for services?

Jeffrey William Nutting's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGOS WEALTH ADVISORS LLC?

ARGOS WEALTH ADVISORS LLC has approximately 9 employees and manages $830M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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