James NelsonCRD 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 9 years of experience in the finance industry.
Vab Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kovack Advisors, Inc.
|Euro Pacific Asset Management LLC||Newport Beach, CA||Dec 2009 - Current||7|
|Euro Pacific Capital Inc.||Newport Beach, CA||Nov 2008 - Current||8|
|Roth Capital Partners||Newport Beach, CA||Jul 2007 - Oct 2008||1|
|Us Air Force||Misawa,||Aug 2004 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management742MILLIONS
Total Number of Accounts2,466ACCOUNTS
Average Account Value$300,993
- A percentage of assets under your management
- 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
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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