Jon NielsonCRD Number: 5486265
Current Firm: Cambridge Investment Research Advisors, Inc.
Jon Nielson (CRD# 5486265) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 8 years of experience in the finance industry. Jon Nielson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2015 - Current||2|
|Metlife Securities Inc.||Sandy, UT||Feb 2008 - Feb 2015||7|
|Tlc Vision/tru Vision||South Jordan, UT||Jul 1999 - Jan 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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