Jean Nelson, financial advisor Carson City NV
93 score

Jean Nelson

CRD 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 22 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jean E. Nelson
Phone Number: 1-800-356-2906
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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