Edward Graham Nelson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

• 04/2019 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 05/2018 → 04/2019
  Enterprise Holdings
  San Antonio, TX
• 08/2015 → 05/2018
  Kids Involvement Network
  San Antonio, TX
• 08/2013 → 12/2018
  University Of Texas At San Antonio
  San Antonio, TX
• 07/2019 → 02/2022
  Bank Of America, N.A
  San Antonio, TX
• 02/2022 → Present
  Raymond James Financial Services, Inc
  San Antonio, TX
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc
  San Antonio, TX
• 02/2022 → Present
  Security Service Federal Credit Union
  San Antonio, TX

Previous Registrations

• 2019-10-10 → 2022-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  San Antonio, TX

Other Businesses

(1)Name of Business: Secuirty Service Investment Group Address: 18103 W Interstate 10, San Antonio, TX, 78257-9535, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor in branch

Exams

• S66 Uniform Combined State Law Examination
  2019-10-09

Other Names

• Edward Graham Nelson
• Edward Nelson