James Nelson (CRD# 7240563) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bal Harbour, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Bal Harbour, FL | Mar 2024 - Current | < 1 |
| Truist Advisory Services,inc. | Bal Harbour, FL | Aug 2021 - Current | 2 |
| Trust Investment Services, Inc. | Bal Harbour, FL | Aug 2021 - Mar 2024 | 2 |
| Compass Financial Group | Deerfield Beach, FL | Aug 2022 - Aug 2023 | 1 |
| Remotelink Solutions | San Diego, CA | Feb 2022 - Jul 2022 | < 1 |
| The Ups Store | San Diego, CA | Sep 2020 - Jan 2022 | 1 |
| Unemployed | San Diego, CA | Apr 2020 - Aug 2020 | < 1 |
| Rowhouse LLC | San Diego, CA | Jan 2020 - Mar 2020 | < 1 |
| Unemployed | San Diego, CA | Sep 2019 - Dec 2019 | < 1 |
| Navy Region Southwest | San Diego, CA | Oct 2017 - Aug 2019 | 1 |
| United States Marine Corps | Miramar, CA | Sep 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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