Jared
Nelson
Thomas Doll
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About this Advisor
Jared Nelson is a financial advisor based in Walnut Creek, California, working with Thomas Doll. Jared has previously held positions at Thomas Doll, Thomas Doll Cpa'S, P.C, and Td Payroll, Inc. Jared has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Jared is part of Thomas Doll, which operates out of Walnut Creek, California. The firm has 13 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Thomas Doll includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thomas Doll Brokerage Details
$1,415,615,957
13
2,614
$541,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jared Nelson Work History
Td Payroll, Inc
Thomas Doll
Thomas Doll Cpa'S, P.C
Disclosures
Please visit the SEC profile of Jared Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thomas Doll
Walnut Creek, CA
Walnut Creek, CA
Pleasanton, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
