Danford Jacob Nelson

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2025 → Present
  Capita Financial Network
  Draper, UT
• 08/2024 → 04/2025
  Holistiplan
  Pleasant Grove, UT
• 11/2020 → 08/2024
  Domo
  American Fork, UT
• 10/2020 → 11/2020
  Travel
  N/A, UT
• 07/2019 → 10/2020
  Brex
  San Francisco, CA
• 01/2019 → 07/2019
  Weave Hq
  Lehi, UT
• 08/2018 → 01/2019
  Utah State University
  Logan, UT
• 05/2018 → 08/2018
  Mountain West Small Business Finance
  Salt Lake City, UT
• 08/2014 → 05/2018
  Utah State University
  Logan, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-01