Justin R Nelson

Current Employers

Employment History

• 06/2016 → 07/2017
  Spectra Retirement
  Sandy, UT
• 07/2016 → 02/2018
  Lpl Financial, Llc
  Lehi, UT
• 02/2018 → 02/2020
  Elevated Retirement Group
  Sandy, UT
• 03/2020 → 09/2023
  Principal Life Insurance Company
  Salt Lake City, UT
• 03/2020 → 09/2023
  Principal Securities Inc
  Salt Lake City, UT
• 03/2020 → 09/2023
  Essential Wealth Management
  Salt Lake City, UT
• 10/2023 → 03/2026
  Beacon Pointe Advisors Llc
  Wichita, KS
• 10/2023 → Present
  Beacon Pointe Insurance Services
  Wichita, KS
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Wichita, KS

Previous Registrations

• 2020-02-06 → 2023-10-10
  Principal Securities, Inc.
  Salt Lake City, UT
  Wichita, KS
• 2018-02-08 → 2020-01-16
  Elevated Capital Advisors, Llc
  Draper, UT
• 2016-06-24 → 2018-02-16
  Lpl Financial Llc
  Sandy, UT
  Lehi, UT
• 2013-01-18 → 2016-06-03
  Waddell & Reed
  Clearfield, UT

Other Businesses

(1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Onsite Lube Express; Not Investment Related; Wichita, KS; Quick Lube; Owner; 07/2023; Hours Spent on Business: 5; Hours Spent on Business During Trading Hours: 0; Duties: track and order inventory, coordinate schedules

Exams

• S66 Uniform Combined State Law Examination
  2013-01-17

Designations

Other Names

• Justin Wade Nelson
• Justin Nelson