Jenna Nelson (CRD# 6967779) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 4 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 3168949
Next Financial Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Dimensional Fund Advisors | Austin, TX | Aug 2019 - Current | 5 |
Miami University Of Ohio | Oxford, OH | Aug 2015 - Current | 9 |
Ameriprise Financial | Minneapolis, MN | May 2018 - Aug 2018 | < 1 |
Unitedhealth Group | Minnetonka, MN | Jun 2017 - Aug 2017 | < 1 |
Nordstrom | Minnetonka, MN | May 2016 - Aug 2016 | < 1 |
Wayzata High School | Plymouth, MN | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- TX
-
Total Assets Under Management749,622MILLIONS
-
Total Number of Accounts1,153ACCOUNTS
-
Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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