Jeffrey David Nielson

Current Employers

Employment History

• 08/2015 → 12/2018
  Commonwealth Financial Network
  Waltham, MA
• 09/2017 → Present
  Avenues Wealth, Llc
  Orlando, FL
• 08/2015 → 12/2018
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2015-08-21 → 2017-12-31
  Commonwealth Financial Network
  Orlando, FL
• 2006-06-13 → 2015-08-21
  Kestra Investment Services, Llc
  Orlando, FL
  Orlando, FL

Other Businesses

U4/ADV FIXED INSURANCE SALES; CONDUCTED AT BRANCH; INVESTMENT RELATED Jeffrey David Nielson is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Avenues Wealth, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Avenues Wealth, LLC in their capacity as a licensed insurance agent. Izoro Property Trust; Trustee; investment related: Yes; FM 1690, Gatesville, TX 76528; Izoro Property Trust owns 905 acres of land in central Texas that is leased for grazing and hunting. ; Duties: Negotiate lease deals, collect lease payments, pay taxes and other expenses. ; 2019-01-01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-26
• S65 Uniform Investment Adviser Law Examination
  1998-10-30

Designations

Other Names

• Jeff Nielson