Justin Nelson, financial advisor Murray UT
96 score

Justin Nelson

CRD Number: 6144532
Current Firm: Elevated Capital Advisors, LLC

Justin Nelson (CRD# 6144532) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 5 years of experience in the finance industry. Justin 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Lehi, UT Jul 2016 - Feb 2018 1
Spectra Retirement Sandy, UT Jun 2016 - Jul 2017 1
Waddell & Reed, Inc. Cottonwood Heights, UT Dec 2012 - May 2016 3
Preneed Funeral Planning Salt Lake City, UT Dec 2012 - Dec 2012 < 1
Umemployed Saratoga Springs, UT Oct 2012 - Dec 2012 < 1
Eryo Chef Danbury, CT Aug 2012 - Oct 2012 < 1
Ut National Guard Orem, UT Sep 2002 - Sep 2012 10
Little Giant Ladders Springville, UT Feb 2012 - Aug 2012 < 1
Lube2you American Fork, UT Jul 2010 - Feb 2012 1
Ut National Guard Monterey, CA Jan 2009 - Jul 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Justin W. Nelson
Phone Number: 801-639-0095
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $54,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

KS, MO, UT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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