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Christy Lea Nelson

Edward Jones

Norman, OK

CRD 1678534

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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 2019-01-08
OK RA APPROVED 2007-10-19
  • TX RA
    APPROVED
    Since 2019-01-08
  • OK RA
    APPROVED
    Since 2007-10-19

Branch Locations

2001 W Main Suite 113, Norman, OK 73069 • 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 10/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-16
S63 Uniform Securities Agent State Law Examination 1987-07-13
  • S65 Uniform Investment Adviser Law Examination
    1997-07-16
  • S63 Uniform Securities Agent State Law Examination
    1987-07-13
Designations
  • Certified Financial Planner
Other Names
  • Chris Nelson

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

John David Robinson
Aiden Kotaro Jones
ADAM HARRY CARSON

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · NORMAN, OK
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · NORMAN, OK
LPL FINANCIAL LLC · NORMAN, OK

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