Inactive

Jacob Scott Nelson

Blue Ridge Wealth Planners

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Current Employers

Blue Ridge Wealth Planners

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-06-10

TN RA
APPROVED

Since 2026-06-10

Branch Locations

9725 Cogdill Road Suite 101, Knoxville, TN 37932 • 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
Blue Ridge Wealth Planners	Knoxville	TN	05/2026	Present
21St Mortgage Corporation	Knoxville	TN	06/2021	04/2026
Sam’s Club	Knoxville	TN	06/2017	06/2021
Unemployed	Knoxville	TN	06/2016	06/2017

05/2026 → Present

Blue Ridge Wealth Planners

Knoxville, TN
06/2021 → 04/2026

21St Mortgage Corporation

Knoxville, TN
06/2017 → 06/2021

Sam’s Club

Knoxville, TN
06/2016 → 06/2017

Unemployed

Knoxville, TN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-03

S65 Uniform Investment Adviser Law Examination

2026-06-03

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

RAYMOND JAMES & ASSOCIATES, INC.

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

TRUIST ADVISORY SERVICES, INC.

PFS INVESTMENTS INC.

SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS

WILLIAM MICHAEL HOTZFIELD

HUNTER NICHOLSON

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN

RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN

EDWARD JONES · FARRAGUT, TN

FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN

STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN

TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN

PFS INVESTMENTS INC. · KNOXVILLE, TN

EDWARD JONES · KNOXVILLE, TN

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