Jeffrey Nelson is a CFA-designated registered investment advisor, based in Germantown, WI, with 8 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Germantown, WI
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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.
Learn about disclosures →Employment History
Current Registrations
World Investments, LLC
November 2025 - Present · 11 mos
World Investments, LLCBroker
November 2025 - Present · 11 mos
World Investment Advisors, LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cleary Gull Advisors INC.
March 2011 - January 2012 · 10 mos
B. C. Ziegler and CompanyBroker
January 1999 - May 2000 · 1 yr 4 mos
Gs2 Securities, INC.Broker
September 1995 - January 1999 · 3 yrs 4 mos
D. A. Campbell Company INC.Broker
January 1995 - July 1995 · 6 mos
Olde Discount CorporationBroker
June 1993 - January 1995 · 1 yr 7 mos
State Registrations1 state
WI
Advisor
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Exams
No exam information available for this advisor.
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