Jesper Peter Nielsen

$387B regulatory AUM

Reported services (Item 5G)

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

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-09-20
TX	RA	APPROVED	2023-09-13

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Saturna Capital Corporation	Bellingham	WA	06/2007	10/2016
Saturna Brokerage Services	Bellingham	WA	09/2007	10/2016
Saturna Investment Trust	Bellingham	WA	01/2008	10/2016
Saturna Investment Trust	Bellingham	WA	03/2015	10/2016
Tradewinds Capital Management	Bellingham	WA	11/2016	11/2018
Foster Victor Wealth Advisors	Greenville	SC	09/2018	06/2021
Independent Solutions Wealth Management, Llc	Williamsville	NY	08/2021	02/2023
Penn Mutual Life Insurance Company	Horsham	PA	04/2023	08/2023
Fisher Investments	Tampa	FL	09/2023	Present

06/2007 → 10/2016

Saturna Capital Corporation

Bellingham, WA
09/2007 → 10/2016

Saturna Brokerage Services

Bellingham, WA
01/2008 → 10/2016

Saturna Investment Trust

Bellingham, WA
03/2015 → 10/2016

Saturna Investment Trust

Bellingham, WA
11/2016 → 11/2018

Tradewinds Capital Management

Bellingham, WA
09/2018 → 06/2021

Foster Victor Wealth Advisors

Greenville, SC
08/2021 → 02/2023

Independent Solutions Wealth Management, Llc

Williamsville, NY
04/2023 → 08/2023

Penn Mutual Life Insurance Company

Horsham, PA
09/2023 → Present

Fisher Investments

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-17
S63	Uniform Securities Agent State Law Examination	2007-08-27

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