Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Alan Nelson is a financial advisor who is registered with State Farm Investment Management Corp. Jeff has been in the financial services industry since March 27, 2007. Jeff is a Certified Financial Planner and a Chartered Financial Consultant. Jeff has a branch office in Shrewsbury, PA. Jeff is also the owner of Jeff Nelson Insurance Agency.
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.
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.
1
2
PA
01/11/2022 - Present
State Farm Investment Management Corp. (Shrewsbury PA)
IL
09/16/2005 - 03/26/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
KS
06/16/2005 - 08/25/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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