James Marion Nelson

Current Employers

Employment History

• 03/2015 → 09/2018
  Triad Advisors, Llc
  Norcross, GA
• 03/2015 → 10/2018
  Lineweaver Wealth Advisors
  Valley View, OH
• 04/2002 → Present
  Steward Enterprises, Inc. Dba On Point Wealth Strategies
  Lake Wales, FL
• 06/2015 → 12/2024
  Hbi Wealth Advisory Services, Llc
  Auburndale, FL
• 10/2015 → 12/2020
  Weaver Financial Associates, Llc
  Lake Wales, FL
• 12/2015 → 12/2023
  Family Financial Services Of Florida, Llc
  Lake Wales, FL
• 09/2018 → 08/2022
  Kalos Capital
  Alpharetta, GA
• 09/2018 → 08/2022
  Kalos Management
  Alpharetta, GA
• 08/2022 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 08/2022 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2018-11-01 → 2022-09-23
  Kalos Management
  Ponte Vedra Beach, FL
  Lake Wales, FL
  Lake Wales, FL
• 2015-03-13 → 2018-10-04
  Lineweaver Wealth Advisors
  Lake Wales, FL
  Valley View, OH
• 2011-06-21 → 2015-03-05
  Spc
  Lake Wales, FL
  Ann Arbor, MI
• 2008-01-04 → 2008-10-17
  Signator Investors, Inc.
  Jacksonville, FL
  Lake Wales, FL
• 2004-10-25 → 2006-12-31
  Spectrum Assets, Inc.
  Lake Wales, FL

Other Businesses

(1) STEWARD ENTERPRISES, INC., DBA ON POINT WEALTH MANAGEMENT; 237 E Stuart Avenue Lake Wales, FL 33853; Owner / President; NATURE: Financial planning, portfolio management, investment, insurance and annuity marketing and sales; compensation in the form of salary; Investment related; 40 or more hours per week during normal trading hours (2) STEPHENSON - NELSON FUNERAL HOME; Sebring Pkwy Sebring, FL 33870; www.stephensonnelsonfh.com; Consultant; NATURE: Funeral and Cremation Services; compensation in the form of commissions; 2 hours per week during normal trading hours. (3) ON POINT WEALTH MANAGEMENT; 237 E Stuart Avenue Lake Wales, FL 33853; Owner; NATURE: Investments, Insurance, Financial and Estate Planning; compensation in the form of salary, fees, and commissions; 40 or more hours per week during normal trading hours (4) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) ADVENT HEALTH CENTRAL FLORIDA POLK REGION Hwy. 27 Davenport, FL; Board of Directors; www.adventhealth.com; NATURE: Hospital and Medical Care; No compensation; 0.5 hours per week during normal trading hours (6) DBA TAX ALPHA COMPANIES (TO INCLUDE ALL TAX ALPHA ENTITIES: TAX ALPHA SOLUTIONS, LLC, TAX ALPHA TITLE, LLC, AND TAX ALPHA INSTITUTE; PROVIDES EDUCATION TO CPAS; WWW.TAXALPHACOMPANIES.COM; MANGAGING DIRECTOR EDUCATING CPAS, ATTORNEYS AND CASE WORK WITH CLIENTS; FEES PAID THROUGH RIA; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-08

Designations

Other Names

• Jim Nelson
• Jimmy Nelson