RN
RN

Renora Nelson

23 Years of Experience
Newborn, GA
Broker

Renora Nelson is a registered investment advisor at Edward Jones, based in Newborn, GA, with 23 years of industry experience. Renora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

Newborn, GA

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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

Renora is a consultant for Mary Kay, a beauty products company, since January 2025. She dedicates minimal time to this activity.

Employment History
Current Registrations
Edward Jones
July 2022 - Present · 3 yrs 10 mos
Edward Jones
July 2022 - Present · 3 yrs 10 mos
Edward JonesBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Merit Financial Advisors
April 2016 - August 2022 · 6 yrs 4 mos
Allegiance Retirement Solutions, INC.
January 2014 - March 2017 · 3 yrs 2 mos
LPL Financial LLCBroker
January 2011 - July 2022 · 11 yrs 6 mos
Securities America, INC.Broker
March 2010 - February 2011 · 11 mos
E*trade Securities LLCBroker
November 2007 - March 2010 · 2 yrs 4 mos
Edward Jones
September 2006 - October 2007 · 1 yr 1 mo
Edward JonesBroker
September 2006 - October 2007 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
May 2005 - November 2005 · 6 mos
Charles Schwab & CO., INC.
July 2004 - March 2005 · 8 mos
Charles Schwab & CO., INC.Broker
September 2001 - March 2005 · 3 yrs 6 mos
State Registrations20 states
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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.