Jonathan Mark Nelson

Current Employers

Employment History

• 07/2011 → Present
  State Employees' Credit Union
  Washington, NC
• 09/2019 → Present
  Secu Brokerage Services
  Raleigh, NC
• 09/2019 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 01/2020 → Present
  Credit Union Investment Services
  Raleigh, NC
• 07/2022 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE: 07/2011. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2019. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. J T. Boatworks, LLC. Address: 738 Sawmill Landing, Bath, NC. Nature: Boat building. Title: Member. Start date: 11/24/2020. Devote approximately 48 hours per month to other business, none during securities trading hours. Duties: Build boats. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: July, 2022. Title: Trust Rep.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-19
• S63 Uniform Securities Agent State Law Examination
  2020-01-07

Other Names

• Johnny Nelson