AN
CFA · CFP
AN
CFA · CFP

Adam Tyler Nelson

9 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

601 Union Street, Ste 5301, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
United Capital Financial Advisors
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Bbjs Financial Advisors, LLC
July 2017 - May 2024 · 6 yrs 10 mos
Edward Jones
June 2010 - March 2011 · 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.