Jeffrey Nelson, financial advisor Newport Beach CA
90 score

Jeffrey Nelson

CRD Number: 5965921
Current Firm: Advice And Planning Services

Jeffrey Nelson (CRD# 5965921) is an Investment Advisor Representative working at Advice And Planning Services in Newport Beach, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Newport Beach, CA Dec 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Newport Beach, CA Dec 2014 - Current 2
Wells Fargo Advisors, LLC Anaheim Hills, CA Aug 2011 - Dec 2014 3
Wells Fargo Bank, N.a. Anaheim Hills, CA Jun 2008 - Dec 2014 6
Colorado State University Greenwood Village, CO Aug 2009 - Mar 2012 2
Brigham Young University Provo, UT Apr 2005 - Apr 2009 4
Jamba Juice Greenwood Village, CO Feb 2008 - Aug 2008 < 1
City Of Greenwood Village Greenwood Village, CO Mar 2008 - Jul 2008 < 1
The Church Of Jesus Christ Of Latter-day Saints Birmingham, Feb 2006 - Feb 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jeffrey L. Nelson
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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