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Jay Michael Eric Nelson

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska
Clean record5 years registeredAVIOR WEALTH MANAGEMENT, LLC
14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 7251786Firm CRD# 148674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Michael Eric Nelson · OMAHA, NE
Registration
CRD #7251786 · AVIOR WEALTH MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

AVIOR WEALTH MANAGEMENT, LLC
Jan 2021 – present
02

Registrations & Exams

Registration record
First registered · January 25, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVIOR WEALTH MANAGEMENT, LLC
CRD 148674 · SEC 801-69773
AUM
$4.0B
Regulatory assets under management
Employees
204
3,710 client accounts
Services offered by AVIOR WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVIOR WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jay Michael Eric Nelson offer?
Jay Michael Eric Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Jay Michael Eric Nelson's credentials?
Jay Michael Eric Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Michael Eric Nelson located?
Jay Michael Eric Nelson is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Jay Michael Eric Nelson charge for services?
Jay Michael Eric Nelson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVIOR WEALTH MANAGEMENT, LLC?
AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVIOR WEALTH MANAGEMENT, LLC

Jr. Michael Pflueger
OMAHA, NE
Nathanael Micah Hahm
OMAHA, NE
Nathan Andrew Hudson
OMAHA, NE
Burton Lee Van Denburg
OMAHA, NE
John Melville Eaton
OMAHA, NE
Larry Edward Ennenga
OMAHA, NE

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