James Robert Nelson

Current Employers

Employment History

• 11/2018 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 04/2012 → 10/2018
  Comcast Spectacor
  Philadelphia, PA
• 01/2022 → 09/2025
  Raymond James Financial Services, Inc.
  Wilmington, DE
• 01/2022 → 09/2025
  Raymond James Financial Services Advisors, Inc.
  Wilmington, DE
• 01/2022 → 09/2025
  Wheeler Financial Llc
  Wilmington, DE
• 09/2025 → Present
  Affinity Wealth Management Llc
  Wilmington, DE

Previous Registrations

• 2022-01-04 → 2025-09-23
  Raymond James Financial Services Advisors, Inc
  Wilmington, DE
• 2019-03-07 → 2022-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
  West Chester, PA

Other Businesses

1) Licensed insurance agent; Not investment-related; Wilmington, DE, 19808; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2019-03-06

Designations

Other Names

• James Nelson