Unclaimed Profile

Jeremy Martin Nelson

ELEMENT WEALTH, LLC·RIDGELAND, Mississippi

Series 65Clean record9 years registeredELEMENT WEALTH, LLC

800 WOODLANDS PKY, RIDGELAND, MS 39157CRD# 6835755Firm CRD# 114968

Profile Verification

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

Identity

Jeremy Martin Nelson · RIDGELAND, MS

Registration

CRD #6835755 · ELEMENT WEALTH, LLC · 9 years registered

Brand Profile

Not yet started

Career History

ELEMENT WEALTH, LLC

Sep 2018 – present

SOWELL MANAGEMENT SERVICES

Jul 2017 – Sep 2018

Ridgeland, MS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 21, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEMENT WEALTH, LLC

CRD 114968 · SEC 801-61758

AUM

$550M

Regulatory assets under management

Employees

1,209 client accounts

Services offered by ELEMENT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEMENT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Martin Nelson offer?

Jeremy Martin Nelson specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Jeremy Martin Nelson's credentials?

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

Where is Jeremy Martin Nelson located?

Jeremy Martin Nelson is based in RIDGELAND, Mississippi, working with ELEMENT WEALTH, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Jeremy Martin Nelson charge for services?

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

How large is ELEMENT WEALTH, LLC?

ELEMENT WEALTH, LLC has approximately 11 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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