Jason
Nelson
Coordinated Capital Securities, Inc
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About this Advisor
Jason Nelson is a certified financial planner who works out of Cincinnati, Ohio with 19 years of industry experience. Nelson is an employee of Coordinated Capital Securities, Inc. They have worked at Coordinated Capital Securities, Inc for their total career. Nelson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Ohio. Coordinated Capital Securities, Inc is a business that has its headquarters in Madison, WI. The company has offices in 17 locations and a total of 53 people on staff. It administers $213 million in assets under management among its 529 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 529 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. Coordinated Capital Securities, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services are offered. However, fee types billed by Coordinated Capital Securities, Inc likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coordinated Capital Securities, Inc Brokerage Details
$213,362,572
53
529
$403,332
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
Jason Nelson Work History
Jason has been registered as a financial advisor for 19 years.*
Coordinated Capital Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason 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 Coordinated Capital Securities, Inc
Madison, WI
Cincinnati, OH
Kenosha, WI
La Crosse, WI
Kenosha, WI
Kenosha, WI
Laguna Niguel, CA
Brookfield, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
