Jordan NelsonCRD 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 5 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Td Ameritrade Inc.||Beachwood, OH||Mar 2015 - Current||3|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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.