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Nelson Jones

Investment Adviser Representative at Townsquare Capital, LLC

Lehi, UTCRD #8031854Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nelson Jones is an investment adviser representative with Townsquare Capital, LLC in Lehi, UT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Utah.

Office

Traverse Ridge Center Ii, 3450 Triumph Boulevard
Lehi, UT 84043

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/3/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Townsquare Capital, LLCCurrent
7/8/2025 – Lehi, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Orion Portfolio Solutions
    Jan 2025 – no end date reportedOmaha, NE
  2. Townsquare Capital, Inc
    Jan 2025 – no end date reportedProvo, UT
  3. Student/Unemployeed
    Dec 2020 – Jan 2025Mesa, AZ
  4. State Farm
    Feb 2019 – Dec 2020Tempe, AZ
  5. Avantegarde
    Oct 2018 – Jan 2019rexburg, ID
  6. Student
    Sep 2017 – Oct 2018rexburg, ID
  7. State Farm
    Aug 2016 – Aug 2017Tempe, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Townsquare Capital, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
21
Offices listed on AdvisorFinder:
2
Main office:
Lehi, UT
SEC file number:
801-110591

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Townsquare Capital, LLC

Showing 12 of 21 in the directory

View Townsquare Capital, LLC firm profile

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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. Nelson Jones 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Nelson Jones (Townsquare Capital) - Fees & Credentials