Jason Matthew Nelson

Current Employers

Employment History

• 12/2004 → 06/2023
  Coordinated Capital Securities, Inc.
  Madison, WI
• 06/2023 → Present
  Lpl Financial Llc
  Cincinnati, OH

Previous Registrations

• 2004-12-17 → 2023-07-05
  Coordinated Capital Securities, Inc.
  Cincinnati, OH
• 2002-05-29 → 2004-12-17
  Cambridge Investment Research, Inc.
  Cincinnati, OH

Other Businesses

1.07/03/2023; Public Notary; Notary; Investment Related; at Reported Business Location(s); Start Date 06/28/2023; hrs/mth; hrs during trading 2.07/03/2023; J. Nelson Financial Group, LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/28/2023; 4hrs/mth; 1hrs during trading 3.07/03/2023; 11234 Cornell Park Drive, LLC; Real Estate Rental; Not Investment Related; Maineville,OH; Start Date 06/28/2023; 1hrs/mth; 1hrs during trading 4.07/03/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name J Nelson Financial Group, LLC; Investment Related; at Reported Business Location(s); Start Date 06/28/2023; 150hrs/mth; 32hrs during trading 5.07/03/2023; Jason M Nelson, ATTY; Attorney/Legal Services; Not Investment Related; at Reported Business Location(s); Start Date 06/28/2023; 12hrs/mth; 3hrs during trading 6.07/03/2023; Five-Star Investment Group, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/28/2023; 8hrs/mth; 2hrs during trading 7.05/13/2026; Sunbelt Business Advisors of Southwest Ohio Investment; Business Owner; Investment Related; at Reported Business Location(s); Start Date 06/28/2023; 10hrs/mth; 3hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  1998-06-15

Designations