Jennifer J Nelson

Current Employers

Employment History

• 12/2013 → 01/2020
  Sagepoint Financial
  Littleton, CO
• 01/2020 → Present
  Pursuit Wealth Planning
  Littleton, CO
• 01/2020 → Present
  Kestra Investment Services, Llc
  Littleton, CO
• 01/2020 → Present
  Kestra Advisory Services, Llc
  Littleton, CO

Previous Registrations

• 2016-12-14 → 2020-01-31
  Osaic Services, Inc.
  Littleton, CO
• 2013-01-02 → 2013-07-11
  Bb&T Securities, Llc
  Lynchburg, VA
• 2010-12-01 → 2013-01-02
  Scott & Stringfellow, Llc
  Lynchburg, VA
• 2009-10-12 → 2010-10-13
  Morgan Keegan & Company, Llc
  San Antonio, TX

Other Businesses

Business Name: Pursuit Wealth Planning Investment Related: Yes Address: 26 W Dry Creek Cir, Suite 250 Littleton CO 80120 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner, Financial Advisor, Principal Start Date: 12/1/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: act as Operations Manager for our office. Also perform Human Resources duties to include but not limited to payroll. Act as financial advisor to our clientsBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2 Ste. 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial advisor Start Date: 1/31/2020 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: fiduciary advisorBusiness Name: Pursuit LLC Investment Related: Yes Address: 26 West Dry Creek Circle, Suite 250 Littleton CO 80120 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: financial advisor Start Date: 11/23/2020 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: operations manager, fiduciary advisory

Exams

• S66 Uniform Combined State Law Examination
  2016-09-02
• S63 Uniform Securities Agent State Law Examination
  1998-08-13

Other Names

• Jennifer Henriques
• Jennifer Jean Nelson
• Jennifer Nelson