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Jennifer Lee Nelson

Dominion Capital Wealth Advisors

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About Jennifer Lee Nelson

Jennifer Lee Nelson is a financial advisor based in Norfolk, Virginia. Jennifer has been in the industry since 2007 and has a background in both investment advisory and brokerage services. Jennifer is registered with the state of Virginia and is a registered representative of Dominion Capital Wealth Advisors.

Firm Information

Jennifer Nelson is currently registered with Dominion Capital Wealth Advisors. Dominion Capital Wealth Advisors is an investment advisor based in New Jersey with 1 licensed agent, 2 investment advisor representatives, 2 registered representatives, and 2 investment advisory functions. The firm manages $54,404,500 in regulatory assets under management for 216 client accounts. Their advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves individuals, with 86 individual clients other than high-net-worth individuals and 17 high-net-worth individuals. They also serve one school client.

$54.40M

Assets Under Management

Not reported

Total Clients

2

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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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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Jennifer Nelson’s Registration & Firm History

VA

06/24/2015 - Present

Dominion Capital Wealth Advisors (NORFOLK VA)

VA

05/10/2010 - 06/24/2015

PROSPERA FINANCIAL SERVICES, INC. (NORFOLK VA)

VA

08/03/2007 - 05/12/2010

MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)

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Licenses & Designations

BOTH

Issued 08/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 07/29/2015

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/10/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lee Nelson.
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