Jeffrey Nelson
Jeffrey Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake City, IA, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 N Center St, Lake City, IA, 51449
Get directionsHistory
Regulatory History (1)
Criminal
November 1987Other Business ActivitiesSells Insurance
Jeffrey owns rental property and is a representative for fixed insurance products, including life insurance and annuities. He also provides financial services to bank clients and works as an insurance and investments representative for United Bank of Iowa, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Locust Street Securities, INC.
Vestax Securities Corporation
Locust Street Securities, INC.Broker
Vsr Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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.