Jared Donald Nelson

Current Employers

Employment History

• 05/2011 → 06/2018
  Farm Bureau
  West Des Moines, IA
• 01/2012 → Present
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 06/2018 → Present
  Farm Bureau Financial Services, Llc
  Madison, WI

Previous Registrations

• 2011-07-20 → 2018-08-17
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA
• 2007-09-06 → 2008-05-28
  Edward Jones
  Cross Plains, WI

Other Businesses

1) MT. HOREB FIRE DEPARTMENT, 120 S 1ST ST, MT. HOREB, WI, VOLUNTEER FIREFIGHTER, AMBULANCE DRIVER, VOLUNTEER FIREFIGHTER, AMBULANCE DRIVER,START DATE: 6/1/09 (1/1/11 PAY DATE START), APPROX. 20 HOURS MONTH: 20 HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS, A VOLUNTEER FIREFIGHTER AND AMBULANCE DRIVER FOR THE MT. HOREB FIRE DEPARTMENT. 2) Forgotten Coastal Properties, LLC; Not Investment Related; 208 Glenview Rd, Mt. Horeb, WI 53572; Spouse of LLC Owner; Start Date 09/01/2021; 0 Hours/MO; 0 Hours during trading; None. 2) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; RURAL MUTUAL INSURANCE COMPANY AND AFFILIATES; MADISON WI; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 05/18/2011; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 4) Nelson Insurance Services and Risk Management Inc; Not investment related; 211 W Main St, Mt Horeb, WI; President; Compensated, Entity formed for tax purposes only; 06-01-2018; 160 hrs/mo; 6.5 hrs/mo during trading hours; Sell & service property casualty insurance. 5) Jared Nelson Agency; Not Investment Related; 211 W. Main St. MT. Horeb, WI 53572; Start Date: 6-24-2021; 0 Hours/MO; 0 Hours during trading. 6) Rental Property; Not investment related; 327 W Main St, Mt Horeb, WI 53572; Property Owner; 02/24/2023; 0 hrs/mo; 0 hrs during trading; I purchased this property personally - will move my business there and pay myself rent.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-26
• S65 Uniform Investment Adviser Law Examination
  1998-09-10
• S63 Uniform Securities Agent State Law Examination
  1998-09-01