Steven
Nelson
Ejm Wealth Management, LLC
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About this Advisor
Steven Nelson is a financial advisor based in Tampa, Florida, working with Ejm Wealth Management, LLC. Steven has previously held positions at Ejm Investments, LLC and Ejm Wealth Management, LLC. Steven has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Steven is part of Ejm Wealth Management, LLC, which operates out of Tampa, Florida. The firm has one employee and manages assets totaling $125.1 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Ejm Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
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Ejm Wealth Management, LLC Brokerage Details
$125,080,340
1
151
$828,347
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Steven Nelson Work History
Ejm Wealth Management, LLC
Ejm Investments, LLC
Ejm Investments, LLC
Disclosures
Please visit the SEC profile of Steven 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 Ejm Wealth Management, LLC
Tampa, FL
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