JN
JN

James Robert Nelson

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

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Location

2961 Centerville Road, Suite 150, Wilmington, DE, 19808

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is a financial planner with Wheeler Financial LLC, dedicating full-time hours to this role. He also serves as a board member for the Catholic Youth Sports Board and owns Big League Haircuts, spending about 10-20% of his time on bookkeeping and operations.

Employment History
Current Registrations
Affinity Wealth Management LLC
October 2025 - Present · 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2022 - September 2025 · 3 yrs 8 mos
Raymond James Financial Services Advisors, INC
January 2022 - September 2025 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2019 - January 2022 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - January 2022 · 2 yrs 11 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.