Jeffrey Nelson
Jeffrey Nelson is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in San Diego, CA, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
11988 El Camino Real, Suite 550, San Diego, CA, 92130
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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.
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Jeffrey is an instructor for the Personal Financial Planning certificate program at the University of California, Irvine since 2017. This requires about 10-20% of his time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations53 states
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