Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Russell Nelson is an investment advisor representative with First Trust Advisors LP and has been in the industry since 2022. Nelson holds the Series 66, Series 7TO, Series 22TO, Series 82TO, Series 6TO, and Series 99TO licenses. Nelson is registered with both the state of Illinois and Tennessee. Nelson has previous experience at RBC Capital Markets, LLC. Prior to entering the investment industry, Nelson worked at Connecticut Airport Authority, Brio Tuscan Grille, Country Club of Farmington and was unemployed for a few periods.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
03/27/2024 - Present
First Trust Advisors LP (WHEATON IL)
CT
12/20/2022 - 10/11/2023
RBC CAPITAL MARKETS, LLC (GLASTONBURY CT)
CT
05/26/2022 - 08/31/2022
RBC CAPITAL MARKETS, LLC (Westport CT)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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