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Jared Russell Nelson

First Trust Advisors LP

Franklin, TN

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-03-27
IL RA APPROVED 2024-03-26
  • TN RA
    APPROVED
    Since 2024-03-27
  • IL RA
    APPROVED
    Since 2024-03-26

Branch Locations

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • 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
Rbc Capital Markets, Llc Westport CT 12/2021 08/2022
Country Club Of Farmington Farmington CT 05/2019 08/2019
Connecticut Airport Authority Windsor Locks CT 05/2018 08/2018
Unemployed Farmington CT 09/2016 04/2018
Unemployed Farmington CT 09/2018 04/2019
Unemployed Farmington CT 09/2019 11/2021
Rbc Capital Markets, Llc Glastonbury CT 12/2022 09/2023
Unemployed Farmington CT 08/2022 12/2022
First Trust Portfolios L.P. Wheaton IL 03/2024 Present
First Trust Advisors L.P. Wheaton IL 03/2024 Present
Unemployed Farmington CT 09/2023 03/2024
  • 12/2021 → 08/2022
    Rbc Capital Markets, Llc
    Westport, CT
  • 05/2019 → 08/2019
    Country Club Of Farmington
    Farmington, CT
  • 05/2018 → 08/2018
    Connecticut Airport Authority
    Windsor Locks, CT
  • 09/2016 → 04/2018
    Unemployed
    Farmington, CT
  • 09/2018 → 04/2019
    Unemployed
    Farmington, CT
  • 09/2019 → 11/2021
    Unemployed
    Farmington, CT
  • 12/2022 → 09/2023
    Rbc Capital Markets, Llc
    Glastonbury, CT
  • 08/2022 → 12/2022
    Unemployed
    Farmington, CT
  • 03/2024 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 03/2024 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 09/2023 → 03/2024
    Unemployed
    Farmington, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
  • S66 Uniform Combined State Law Examination
    2024-01-26

View on SEC IAPD

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ARKADIOS WEALTH ADVISORS

Other Investors

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Dorothi Leigh Brown
Jessica Rose Colston
CASH TUNSTALL
JEFFERY BRADFORD BOWLIN
JACOB CARL POWELL

Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

More in Franklin, TN

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