Jay Nelson (CRD# 7251786) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry. Jay Nelson 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.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avior Wealth Management, LLC | Omaha, NE | Sep 2021 - Current | 2 |
| Nelson Van Denburg & Campbell Wealth Management Group, LLC | Omaha, NE | Jan 2017 - Sep 2021 | 4 |
| Unemployed | Omaha, NE | Aug 2016 - Jan 2017 | < 1 |
| Conagra Foods | Omaha, NE | May 2015 - Aug 2016 | 1 |
| Student | Omaha, NE | Aug 2014 - May 2015 | < 1 |
| Shadow Ridge Country Club | Omaha, NE | May 2010 - Aug 2014 | 4 |
- IA
- NE
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Total Assets Under Management3,986MILLIONS
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Total Number of Accounts3,710ACCOUNTS
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Average Account Value$1,074,489
- A percentage of assets under your management
- 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
- Other
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI
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