Jason Lang Nelson

Employer firm

Viceroy Investment Advisors LLC CRD 152140

$34.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2009 → Present
  Viceroy Investment Advisors Llc
  Mill Creek, WA

Previous Registrations

• 2001-10-23 → 2007-05-25
  Quellos Capital Management Lp
  Seattle, WA
• 2005-07-14 → 2007-05-25
  Quellos Private Capital Markets, L.P.
  Seattle, WA

Other Businesses

Managing Member of BlueSteal LLC. Commercial real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-22
• S63 Uniform Securities Agent State Law Examination
  1997-12-06

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• J Lang Nelson