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Jill Caroline Nelson

IFP Securities, LLC

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About Jill Caroline Nelson

Jill Nelson is a financial professional with over 13 years of experience in the financial services industry. Jill is currently registered with IFP Securities, LLC in Tampa, Florida. Jill holds a Series 6, Series 63, and Series 99TO license. Prior to her current role, Jill was a financial advisor with Raymond James & Associates, Inc. and OppenheimerFunds Distributor, Inc. Jill is dedicated to helping clients achieve their financial goals.

Firm Information

Jill Nelson is currently registered with IFP Securities, LLC. IFP Securities, LLC is a Limited Liability Company formed in June 2018 and is registered to operate in all 50 U.S. states, the District of Columbia, and the Virgin Islands. They are approved to conduct business as an investment advisor at the federal level.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Jill Nelson’s Registration & Firm History

FL

06/21/2022 - Present

IFP Securities, LLC (TAMPA FL)

FL

04/17/2019 - 06/27/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

CO

11/24/2008 - 04/03/2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 05/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 04/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Caroline Nelson.
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