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Jennifer Nelson

3 Years of Experience
Carson City, NV
BrokerSells Insurance

Jennifer Nelson is a registered investment advisor, based in Carson City, NV, with 3 years of industry experience.

Location

3860 Gs Richards Blvd., Carson City, NV, 89703

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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 ActivitiesSells Insurance

Jennifer works as a Client Relations Specialist for Sierra Financial Advisors, LLC, a financial services firm. Jennifer is also an agent for Sierra Insurance Advisors, LLC, selling various fixed insurance products and overseeing new business applications, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
November 2022 - September 2025 · 2 yrs 10 mos
Avantax Investment Services, INC.Broker
August 2022 - September 2025 · 3 yrs 1 mo
State Registrations1 state
NV
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.
Jennifer Nelson - Financial Advisor | TrueAdvisor