Inactive

Jack Nelson

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-30
TX	RA	APPROVED	2026-01-30

CA RA
APPROVED

Since 2026-01-30
TX RA
APPROVED

Since 2026-01-30

Branch Locations

1550 El Camino Real Suite 200, Menlo Park, CA 94025 • 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

Organization	City	State	From	To
Corient	Menlo Park	CA	07/2025	Present
Corient Services Llc	Miami	FL	07/2025	Present
Crewe Advisors	Salt Lake City	UT	08/2024	12/2024
Andersen	San Francisco	CA	06/2024	07/2024
Andersen	San Francisco	CA	06/2023	08/2023
Thomas Doll Cpa's	Walnut Creek	CA	01/2023	04/2023
Solgen Power	Orem	UT	08/2022	12/2022
Brigham Young University	Provo	UT	08/2019	05/2025
Monte Vista High School	Danville	CA	08/2015	05/2019

07/2025 → Present

Corient

Menlo Park, CA
07/2025 → Present

Corient Services Llc

Miami, FL
08/2024 → 12/2024

Crewe Advisors

Salt Lake City, UT
06/2024 → 07/2024

Andersen

San Francisco, CA
06/2023 → 08/2023

Andersen

San Francisco, CA
01/2023 → 04/2023

Thomas Doll Cpa's

Walnut Creek, CA
08/2022 → 12/2022

Solgen Power

Orem, UT
08/2019 → 05/2025

Brigham Young University

Provo, UT
08/2015 → 05/2019

Monte Vista High School

Danville, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-30

S65 Uniform Investment Adviser Law Examination

2026-01-30

View on SEC IAPD

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