Renora Lee Nelson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 07/2022
  Lpl Financial Llc
  Alpharetta, GA
• 02/2010 → 07/2022
  Merit Financial Group Llc (Dba: Merit Financial Advisors)
  Alpharetta, GA
• 07/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2016-04-15 → 2022-08-15
  Merit Financial Advisors
  Lawrenceville, GA
  Alpharetta, GA
• 2014-01-21 → 2017-03-02
  Allegiance Retirement Solutions, Inc.
  Lawrenceville, GA
• 2006-09-13 → 2007-10-24
  Edward Jones
  St Louis, MO
  Dittmer, MO
  Flowery Branch, GA
• 2004-07-14 → 2005-03-03
  Charles Schwab & Co., Inc.
  Atlanta, GA

Other Businesses

Mary Kay Type of business: Beauty Products Newborn, GA Start date: 1/22/2025 Consultant Hours per week: 0 Hours during trading: 0 Ability to purchase products * Renora Nelson, LLC Type of business: Information Newborn, GA Start date: 6/24/2025 Owner Hours per week: 0 Hours during trading: 0 Content creator for an audience of single mothers raising young adults with autism. Will be based off a book I am writing. May have speaking engagements and book sales. Website is currently under construction.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-30
• S66 Uniform Combined State Law Examination
  2004-07-13
• S63 Uniform Securities Agent State Law Examination
  2001-12-07

Other Names

• Renora L Nelson
• Renora Lee Nelson-Orr
• Renora Nelson
• Renora Lee Orr