J. "Curry" Nicholson Jr.
Financial Advisor
Curry provides personalized and comprehensive financial planning for his clients through his affiliation with Magnate Wealth Management and Silver Oak Securities. His approach is based on the understanding of a client’s needs and goals and implementing planning and investment strategies aligned to meet the client’s objectives. He prides himself on honesty, loyalty and providing unbiased information to those he serves. Curry believes these characteristics are vital in establishing long-term business relationships – not just accounts.
His practice is geared toward addressing retirement accumulation and income distribution, large asset purchase accumulation, development of efficient wealth transfer strategies, education funding and risk management strategies including; disability income, long term care, and life insurance for individuals. For corporate clients, employee benefit analysis and retirement plan design and investment management are of paramount importance.
Professional Designations & Licenses
CERTIFIED FINANCIAL PLANNER™ Professional
Series 66 – Uniform Combined State
SIE – Securities Industry Essentials
Series 7 – General Securities Representative
Life, Health, Variable, Property & Casualty Insurance
Real Estate Association
Formal Education & Experience
Magnate Wealth Management: Managing Partner, Investment Advisor Representative
Capital Wealth Management/Silver Oak Securities: Registered Representative & Investment Advisor Representative
Bellarmine University – Certified in Financial Planning
University of Kentucky – Bachelor of Business Administration in Finance & Economics
Civic Involvement
Uspiritus – Board of Directors, Chairman
Anchorage Presbyterian Church – Member
Boy Scouts of America (hold rank of Eagle Scout) – Volunteer
Boys & Girls Club of Kentuckiana – Volunteer
Habitat for Humanity – Volunteer