Steven Christopher Nelson
Investment Adviser Representative at Chicago Partners Investment Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Christopher Nelson is an investment adviser representative with Chicago Partners Investment Group LLC in Tampa, FL, where they have been registered since 2024. They have worked in the securities industry since 2009 and were previously registered with EJM Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- EJM Investments, LLCAug 2010 – Aug 2021Inverness, IL
- EJM Investments, LLCSep 2021 – Nov 2022Tampa, FL
- EJM Wealth Management, LLCNov 2022 – Dec 2024Tampa, FL
- Chicago Partners Investment GroupOct 2024 – no end date reportedTampa, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Chicago Partners Investment Group 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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Chicago, IL
- SEC file number:
- 801-69500
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Christopher 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.
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