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Jay Michael Eric Nelson

Avior Wealth Management, LLC

Omaha, NE

CRD 7251786

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Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • INVESTMENT CONSULTING

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

Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-19
TX RA APPROVED 2026-02-19
IA RA APPROVED 2022-03-09
NE RA APPROVED 2021-01-25
  • CA RA
    APPROVED
    Since 2026-02-19
  • TX RA
    APPROVED
    Since 2026-02-19
  • IA RA
    APPROVED
    Since 2022-03-09
  • NE RA
    APPROVED
    Since 2021-01-25

Branch Locations

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • 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
Unemployed Omaha NE 08/2016 01/2017
Nelson Van Denburg & Campbell Wealth Management Group, Llc Omaha NE 01/2017 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 08/2016 → 01/2017
    Unemployed
    Omaha, NE
  • 01/2017 → 09/2021
    Nelson Van Denburg & Campbell Wealth Management Group, Llc
    Omaha, NE
  • 09/2021 → Present
    Omaha, NE
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Omaha, NE

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