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Jacob Tyler Nelson

Osaic Wealth, Inc.

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About Jacob Tyler Nelson

Jacob Tyler Nelson is a financial advisor registered with Osaic Wealth, Inc. in Portland, OR. Jacob Tyler Nelson is currently licensed in both the state of Oregon and the federal government. Jacob Tyler Nelson has been working in the financial services industry since August 2, 2024. Jacob Tyler Nelson has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Jacob Tyler Nelson specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. Jacob Tyler Nelson can provide personalized services to clients in Portland, OR, and throughout the United States.

Firm Information

Jacob Nelson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Nelson’s Registration & Firm History

OR

08/03/2024 - Present

Osaic Wealth, Inc. (PORTLAND OR)

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Licenses & Designations

BC

Issued 08/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Tyler Nelson.
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