Jessica Nelson

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 02/2021 → 10/2024
  Altfest Personal Wealth Management
  New York, NY
• 02/2020 → 01/2021
  Deloitte
  New York, NY
• 09/2016 → 01/2020
  Ey
  New York, NY
• 11/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2021-10-02 → 2024-10-31
  Altfest Personal Wealth Management
  New York, NY

Other Businesses

1. Y & Y Holdings Inc., Investment related: N, Brooklyn, NY, rental property holding company, 05/01/2017, 0.5 hours per month, 0 hours during trading hours, owning and management of residential real estate. 2. Elevate Advisory Group, Investment Related: N, Brooklyn, NY, provide tax prep services, Co-Owner, 01/01/2021, 0 hours per month, 0 hours during trading hours, individual tax return preparation. 3. Horizon Real Estate Strategy, Investment Related: N, Brooklyn, NY, real estate holding, Co-Owner, 01/01/2021, 0 hours per month, 0 hours during trading hours, tax preparation. 4. No entity name; investment related; Philadelphia, PA; real estate; owner and manager; start date 1/1/24; 100 hours per month, 0 during trading hours; owning and management of residential real estate

Designations

• Certified Financial Planner