Jean NelsonCRD Number: 1840454
Current Firm: Voya Financial Advisors, Inc.
Jean Nelson (CRD# 1840454) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Carson City, NV and has over 23 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Voya Financial Advisors||Portland, OR||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Portland, OR||Jan 2011 - Aug 2014||3|
|Ing Financial Advisers, LLC||Portland, OR||Oct 1993 - Dec 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S65||NASAA Investment Advisors Law Examination||Jun 2001|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV