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CFP

Pamela Nelson

Edward Jones
36 Years of Experience
Jacksonville, FL
Broker
View SEC Summary
View SEC Summary

Pamela Nelson is a CFP-designated registered investment advisor at Edward Jones, based in Jacksonville, FL, with 36 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5393 Roosevelt Blvd Suite 5, Jacksonville, FL, 32210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Pamela serves as a lay person on the review committee for St. Vincent's Hospital Internal Review Board, starting in 2016. This involves reviewing cases submitted by doctors and patient consent forms, requiring minimal time.

Employment History
Current Registrations
Edward Jones
September 2007 - Present · 19 yrs 1 mo
Edward JonesBroker
August 2007 - Present · 19 yrs 2 mos
Previous Registrations
Banc of America Investment Services, INC.
April 1998 - June 2007 · 9 yrs 2 mos
Banc of America Investment Services, INC.Broker
April 1998 - June 2007 · 9 yrs 2 mos
Barnett Investments, INC.Broker
January 1995 - April 1998 · 3 yrs 3 mos
Jmc Financial CorporationBroker
February 1992 - January 1995 · 2 yrs 11 mos
Liberty Securities CorporationBroker
August 1991 - January 1992 · 5 mos
Pamco Securities and Insurance ServicesBroker
June 1990 - August 1991 · 1 yr 2 mos
Jefferson-Pilot Investor Services, INC.Broker
October 1989 - August 1990 · 10 mos
State Registrations22 states
ALAZCODEFLGAIAILINKYMAMDMEMOMSNCNMPAPRTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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