Jeffrey Alan Nelson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Overland Park, KS
• 01/2025 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 1999-09-01 → 2025-01-24
  Osaic Fa, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. JEFFREY NELSON, CFP, ChFC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITY TRADING HOURS: 10 START DATE: 05/01/1989 ADDRESS: 10851 Mastin Street, Suite 950, Overland Park, KS 66210 DESCRIPTION: Sell traditional life insurance, annuities, disability and health insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-07-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant