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Jeffrey Alan Nelson

Investment Adviser Representative at OSAIC WEALTH, INC.

CRD #1964337Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
22 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 22 states
ArizonaArkansasCaliforniaColoradoDistrict of ColumbiaFloridaIllinoisIndianaIowaKansasKentuckyMinnesotaMissouriNebraskaNorth DakotaOhioOklahomaOregonTexasWashingtonWisconsinWyoming

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

OSAIC Wealth, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Alan Nelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.