Jason Nelson
Jason Nelson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11234 Cornell Park Drive, Cincinnati, OH, 45242
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Jason is a public notary, co-owner of a real estate rental property and Five-Star Investment Group, LLC, and a licensed attorney. He also works as an agent selling insurance through J. Nelson Financial Group, LLC and spends nearly full-time on his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Eneric Financial Services, INC.Broker
Eneric Financial Services, INC.Broker
State Registrations22 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.