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Keven Nielsen

Edward Jones

Heber City, UT

CRD 7245671

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-14
UT RA APPROVED 2020-07-01
  • TX RA
    APPROVED
    Since 2023-09-14
  • UT RA
    APPROVED
    Since 2020-07-01

Branch Locations

150 North Main Street Ste 107, Heber City, UT 84032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 04/2020 Present
Automatic Data Processing Salt Lake City UT 08/1998 04/2020
  • 04/2020 → Present
    Edward Jones
    St Louis, MO
  • 08/1998 → 04/2020
    Automatic Data Processing
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-30
  • S66 Uniform Combined State Law Examination
    2020-06-30
Other Names
  • Keven Richard Nielsen

View on SEC IAPD

Nearby Firms

NIBLEY FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
TREK FINANCIAL

Nearby Investors

CHRISTOPHER NIBLEY
Jared P Jensen
Sook Jung Snyder

Nearby Offices

NIBLEY FINANCIAL LLC · HEBER, UT
WELLS FARGO CLEARING SERVICES, LLC · HEBER CITY, UT
TREK FINANCIAL · Heber City, UT

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