Emily
Nelson

Edward Jones

CRD#5323185
Investment Advisor
in Lacey, WA

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About this Advisor

Emily Nelson is an investment advisor who lives in Lacey, Washington. Currently a registered investment advisor at Edward Jones, they have gathered 10 years of work experience in the financial advisory industry. Nelson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Nelson is registered to work with clients in Arizona. Over the course of their career, they have held roles at Edward Jones Investments and Quality Electric, Inc. Edward Jones is headquartered in Lacey, Washington, and has 13,586 other locations across the nation. In aggregate, Edward Jones oversees $329 billion in assets dispersed across 3,047,151 accounts and employs more than 23,408 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

Lacey, WA

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

WA Average: $11,469,110,461
Total Number of Employees

23,408

WA Average: 458
Total Number of Accounts

3,047,151

WA Average: 33,415
Average Account Size

$107,966

WA Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Emily Nelson Work History

Emily has 11 years of experience.

2010 - Present (10 years)

Edward Jones Investments

2009 - 2010 (1 year)

Quality Electric, Inc

Disclosures

Emily Nelson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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