Best Investors Account Sign in

Joshua Lorenzo Nelson

Edward Jones

Prescott Valley, AZ

Prescott Valley, AZ

CRD 7884119

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-18
AZ RA APPROVED 2024-06-24
  • TX RA
    APPROVED
    Since 2024-12-18
  • AZ RA
    APPROVED
    Since 2024-06-24

Branch Locations

Prescott Valley, AZ • United States

3100 N Robert Rd, Prescott Valley, AZ 86314 • 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
Edward Jones St Louis MO 04/2024 Present
The Boeing Company Mesa AZ 04/2023 04/2024
United States Veterans Initiative Prescott AZ 05/2021 07/2022
United States Marine Corps Beaufort SC 12/2012 12/2017
Embry-Riddle Aeronautical University Prescott AZ 01/2018 05/2021
Prescott Public House Prescott AZ 04/2022 10/2023
1881 Spirits Prescott AZ 12/2018 01/2022
Planet Fitness Prescott AZ 02/2018 08/2018
Department Of Veterans Affairs Prescott AZ 05/2018 04/2021
  • 04/2024 → Present
    Edward Jones
    St Louis, MO
  • 04/2023 → 04/2024
    The Boeing Company
    Mesa, AZ
  • 05/2021 → 07/2022
    United States Veterans Initiative
    Prescott, AZ
  • 12/2012 → 12/2017
    United States Marine Corps
    Beaufort, SC
  • 01/2018 → 05/2021
    Embry-Riddle Aeronautical University
    Prescott, AZ
  • 04/2022 → 10/2023
    Prescott Public House
    Prescott, AZ
  • 12/2018 → 01/2022
    1881 Spirits
    Prescott, AZ
  • 02/2018 → 08/2018
    Planet Fitness
    Prescott, AZ
  • 05/2018 → 04/2021
    Department Of Veterans Affairs
    Prescott, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-10
  • S66 Uniform Combined State Law Examination
    2024-06-10
Other Names
  • Joshua Lorenzo Nelson
  • Josh Nelson

View on SEC IAPD

More in Prescott Valley, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor