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Jeffrey Ronald Nielson

Raymond James Financial Services Advisors, Inc

Payson, UT

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-06-03
  • UT RA
    APPROVED
    Since 2022-06-03

Branch Locations

Payson, UT • 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
OrganizationCityStateFromTo
Morgan Stanley Salt Lake City UT 04/2014 02/2021
Aerotek Salt Lake City UT 04/2021 11/2021
Wells Fargo Clearing Services Salt Lake City UT 05/2021 05/2022
Raymond James Financial Services Payson UT 05/2022 Present
Raymond James Financial Services Advisors, Inc. Payson UT 05/2022 Present
  • 04/2014 → 02/2021
    Morgan Stanley
    Salt Lake City, UT
  • 04/2021 → 11/2021
    Aerotek
    Salt Lake City, UT
  • 05/2021 → 05/2022
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 05/2022 → Present
    Raymond James Financial Services
    Payson, UT
  • 05/2022 → Present
    Raymond James Financial Services Advisors, Inc.
    Payson, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-03
S63 Uniform Securities Agent State Law Examination 2014-01-06
  • S65 Uniform Investment Adviser Law Examination
    2017-03-03
  • S63 Uniform Securities Agent State Law Examination
    2014-01-06
Other Names
  • Jeff Nielson
  • Jeffrey Ronald Nielson
  • Jeffrey Nielson

View on SEC IAPD

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