JAMES ROBERT NELSON

C5

IAR CRD 7043292·Industry start 2019-09-29

Identity

Legal name

JAMES ROBERT NELSON

CRD

7043292

NPN

—

Career

Previous employments

RAYMOND JAMES FINANCIAL SERVICES, INC.2022-01-04

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2019-02-02

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2019-09-29

Est. age

29

Age confidence

—

Est. birth year

1997

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

SMITH PARTNERS WEALTH MANAGEMENT, LLC

AFFINITY WEALTH MANAGEMENT LLC