Unclaimed Profile

Jonathan James Nelson

PRESTON CAPITAL LLC·ALISO VIEJO, California

Clean recordPRESTON CAPITAL LLC

120 VANTIS, ALISO VIEJO, CA 92656CRD# 7810031Firm CRD# 328417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan James Nelson · ALISO VIEJO, CA

Registration

CRD #7810031 · PRESTON CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PRESTON CAPITAL LLC

PRESTON CAPITAL

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRESTON CAPITAL LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7810031

Firm CRD# 328417

View on FINRA BrokerCheck →

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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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