John Nelson
John Nelson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5440 SW Westgate Drive, Suite 105, Portland, OR, 97221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an advisor and associate/employee with The Commerce Company since 2014, a support company. This takes about half of his time, with a few hours per week during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
The Commerce Company
The Commerce Company
Raymond James Financial Services
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
First Union Securities, INC.Broker
Black & Company, INC.Broker
Mid-State Securities CORP.Broker
State Registrations10 states
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