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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter Nelson is an investment advisor representative with Brandywine Global Investment Management, LLC. John Peter has been in the industry since December 18, 2000. John Peter is registered with the state of Pennsylvania and has a Series 7, 24, 3, 9, 10, 63, and 65 license. John Peter specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. John Peter also offers model-only portfolios. John Peter was previously employed by Brown Brothers Harriman & Co.
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.
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.
Model-only 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Asset-based fee from model-only recipients
1
2
PA
08/16/2013 - Present
Brandywine Global Investment Management, LLC (PHILADELPHIA PA)
NY
01/15/2009 - 05/29/2013
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
10/01/2000 - 01/12/2009
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
IA
Issued 02/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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