Sonja Nelson (CRD# 6679863) is an Investment Advisor Representative working at Edward Jones in Lake Jackson, TX and has over 5 years of experience in the finance industry.
CRD# 6940755
Edward Jones
CRD# 4761440
Commonwealth Financial Network
CRD# 4810846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones Investments | Lake Jackson, TX | Jul 2016 - Current | 7 |
| Homeschool Instructional Co-op - Self Employed | Brazoria, TX | Jan 2008 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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