Jonathan NielsenCRD Number: 6243479
Current Firm: Strategic Advisers, Inc.
Jonathan Nielsen (CRD# 6243479) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Aug 2013 - Current||3|
|America First Credit Union||Salt Lake City, UT||Feb 2008 - Aug 2013||5|
|Church Of Jesus Christ Of Latter Day Saints||Jacksonville, FL||Jan 2006 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV