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Jonathan James Nelson

PRESTON CAPITAL LLC·ALISO VIEJO, California
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120 VANTIS, ALISO VIEJO, CA 92656CRD# 7810031Firm CRD# 328417
01

About

Jonathan James Nelson is a registered financial advisor based in ALISO VIEJO, California, affiliated with PRESTON CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRESTON CAPITAL LLC
PRESTON CAPITAL
AUM
$1.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PRESTON CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7810031
Firm CRD# 328417
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan James Nelson offer?
Jonathan James Nelson specializes in Retirement Planning. Contact their office in ALISO VIEJO, California for a consultation.
What are Jonathan James Nelson's credentials?
Jonathan James Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan James Nelson located?
Jonathan James Nelson is based in ALISO VIEJO, California, working with PRESTON CAPITAL LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Jonathan James Nelson charge for services?
Jonathan James Nelson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESTON CAPITAL LLC?
PRESTON CAPITAL LLC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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