Unclaimed Profile

Jared Mark Nelson

CAPITAL PERFORMANCE ADVISORS LLP·WALNUT CREEK, California

Series 65Clean record18 years registeredCAPITAL PERFORMANCE ADVISORS LLP

165 LENNON LANE, WALNUT CREEK, CA 94598CRD# 5488344Firm CRD# 108052

Profile Verification

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

Identity

Jared Mark Nelson · WALNUT CREEK, CA

Registration

CRD #5488344 · CAPITAL PERFORMANCE ADVISORS LLP · 18 years registered

Brand Profile

Not yet started

Career History

EARNED WEALTH ADVISORS, LLC

Jun 2008 – present

EARNED WEALTH

Aug 2024 – Jan 2025

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PERFORMANCE ADVISORS LLP

CRD 108052 · SEC 801-57727

AUM

$1.4B

Regulatory assets under management

Employees

2,614 client accounts

Services offered by CAPITAL PERFORMANCE ADVISORS LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PERFORMANCE ADVISORS LLP →

Introduction

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Frequently Asked Questions

What services does Jared Mark Nelson offer?

Jared Mark Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Jared Mark Nelson's credentials?

Jared Mark Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Mark Nelson located?

Jared Mark Nelson is based in WALNUT CREEK, California, working with CAPITAL PERFORMANCE ADVISORS LLP. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Jared Mark Nelson charge for services?

Jared Mark Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PERFORMANCE ADVISORS LLP?

CAPITAL PERFORMANCE ADVISORS LLP has approximately 13 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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