Jared Nelson, financial advisor West Des Moines IA
81 score

Jared Nelson

CRD Number: 3099473
Current Firm: Fbl Investment Management Services, Inc.

Jared Nelson (CRD# 3099473) is an Investment Advisor Representative working at Fbl Investment Management Services, Inc. in West Des Moines, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Farm Bureau West Des Moines, IA May 2011 - Current 5
Equitrust Marketing Serv LLC West Des Moines, IA May 2011 - Current 5
Coordinated Capital Securities, Inc. Madison, WI Feb 2011 - May 2011 < 1
Harbour Investments, Inc. Madison, WI May 2008 - Feb 2011 2
Edwards Jones St Louis, MO Dec 2006 - May 2008 1
Sentry Insurance A Mutual Company Wauwatosa, WI Apr 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jared D. Nelson
Phone Number: 515-225-5400
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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