Mason J Nelson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 06/2023
  Equitable Advisors, Llc
  New York, NY
• 08/2017 → 05/2022
  Texas Tech University
  Lubbock, TX
• 05/2022 → 10/2022
  Unemployed
  Lubbock, TX
• 03/2019 → 03/2022
  The Homedepot
  Lubbock, TX
• 09/2015 → 07/2021
  Heb
  Kerrville, TX
• 08/2013 → 05/2017
  Ingram High School
  Ingram, TX
• 06/2023 → Present
  Morgan Stanley
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-07-20
• S63 Uniform Securities Agent State Law Examination
  2023-03-18

Other Names

• Mason J Nelson
• Mason Jacob Nelson