Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nelson is a financial advisor with over 24 years of experience in the financial services industry. Jason is registered with LPL Financial LLC and has offices in Cincinnati, Ohio and San Diego, California. Jason has experience working with individuals, businesses, and trusts and estates. Previously, Jason worked for Coordinated Capital Securities, Inc. and Cambridge Investment Research, Inc. Jason is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
07/03/2023 - Present
LPL Financial LLC (CINCINNATI OH)
OH
12/17/2004 - 07/05/2023
COORDINATED CAPITAL SECURITIES, INC. (CINCINNATI OH)
IA
07/12/2001 - 12/17/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
09/13/2000 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
IA
06/19/1998 - 06/14/2000
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
BOTH
Issued 06/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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