Jordan Nelson, financial advisor Beachwood OH
90 score

Jordan Nelson

CRD Number: 5884418
Current Firm: Td Ameritrade, Inc.

Jordan Nelson (CRD# 5884418) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Beachwood, OH and has over 4 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Beachwood OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jack Malarik, financial advisor Beachwood OH
Jack Malarik
CRD# 1222015
Summit Wealth Partners, LLC
Score
102
Similar Advisors
Craig Burgess, financial advisor Beachwood OH
Craig M. Burgess
CRD# 6437652
Edward Jones
Score
98
Company Name Location Dates Years
Td Ameritrade Inc. Beachwood, OH Mar 2015 - Current 1
Pnc Investments Akron, OH Mar 2012 - Mar 2015 3
Pnc Bank Akron, OH Mar 2012 - Mar 2015 3
Brookledge Financial Copley, OH Mar 2011 - Mar 2012 1
Canon Business Solutions Independence, OH Mar 2011 - Jan 2012 < 1
W&s Brokerage Services Cincinnati, OH Jan 2011 - Mar 2011 < 1
Western Southern Life Norton, OH Feb 2010 - Mar 2011 1
Unemployed Akron, OH Jan 2009 - Jan 2010 1
University Of Akron Akron, OH Jun 2005 - Dec 2009 4
Amc Theathers Akron, OH Jun 2006 - Jan 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Jordan A. Nelson
Phone Number: (800) 669-3900
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.