James Nelson, financial advisor Dorado PR

James Nelson

CRD Number: 5389867
Current Firm: Euro Pacific Asset Management, LLC

James Nelson (CRD# 5389867) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Euro Pacific Asset Management LLC Newport Beach, CA Dec 2009 - Current 14
Euro Pacific Capital Inc. Newport Beach, CA Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for James R. Nelson
Phone Number: 787-945-2112
Registered State(s):
  • CA
  • MA
  • PR
By the Numbers
  • Total Assets Under Management
    1,173
    MILLIONS
  • Total Number of Accounts
    3,562
    ACCOUNTS
  • Average Account Value
    $329,304
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, WY

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