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Jeremy Martin Nelson

Element Wealth, LLC

Ridgeland, MS

CRD 6835755

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Employer firm

Element Wealth, LLC CRD 114968

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • INSURANCE

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

Current Employers
Element Wealth, Llc

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
LA RA APPROVED 2018-09-05
TX RA APPROVED 2018-09-05
  • MS RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2018-09-05
  • TX RA
    APPROVED
    Since 2018-09-05

Branch Locations

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • 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
Pinnacle Trust Madison MS 06/2004 06/2017
Pinnacle Insurance Agency Madison MS 10/2009 06/2017
Sowell Management Services North Little Rock AR 07/2017 09/2018
Element Wealth, Llc Ridgeland MS 09/2018 Present
  • 06/2004 → 06/2017
    Pinnacle Trust
    Madison, MS
  • 10/2009 → 06/2017
    Pinnacle Insurance Agency
    Madison, MS
  • 07/2017 → 09/2018
    Sowell Management Services
    North Little Rock, AR
  • 09/2018 → Present
    Element Wealth, Llc
    Ridgeland, MS
Previous Registrations
Other Businesses

Insurance agent, approx 15 hours a month - provides access to Life, Health and LTC products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-10
  • S65 Uniform Investment Adviser Law Examination
    2017-07-10

View on SEC IAPD

Nearby Firms

SMITH SHELLNUT WILSON
PARK AVENUE SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

WILLIAM CHADWICK MCKEITHEN
Kevin Patrick Fitzsimmons
BELINDA ANN FIELDS

Nearby Offices

SMITH SHELLNUT WILSON · RIDGELAND, MS
PARK AVENUE SECURITIES LLC · RIDGELAND, MS
FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS

More in Ridgeland, MS

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