Jeremy Nelson (CRD# 6835755) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 6 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Element Wealth, LLC | Ridgeland, MS | Sep 2018 - Current | 5 |
| Sowell Management Services | North Little Rock, AR | Jul 2017 - Sep 2018 | 1 |
| Pinnacle Insurance Agency | Madison, MS | Oct 2009 - Jun 2017 | 7 |
| Pinnacle Trust | Madison, MS | Jun 2004 - Jun 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- LA
- MS
- TX
-
Total Assets Under Management550MILLIONS
-
Total Number of Accounts1,209ACCOUNTS
-
Average Account Value$454,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, FL, LA, MS, TN, TX
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