Jason Nelson is a CFA, CFP-designated registered investment advisor at Viceroy Investment Advisors LLC, based in Everett, WA, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 23 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees for ongoing services are negotiable.
Fee Estimator
Location
2906 Colby Avenue, Suite 108, Everett, WA, 98201
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Regulatory History
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 →Other Business Activities
Jason is a managing member of BlueSteal LLC, which is involved in commercial real estate.
Employment History
Current Registrations
Viceroy Investment Advisors LLC
Previous Registrations
Quellos Private Capital Markets, L.P.
Quellos Capital Management LP
State Registrations1 state
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.