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James Ryan Nelson

EURO PACIFIC ASSET MANAGEMENT, LLC·DORADO, Puerto Rico
Series 7, Series 63, Series 65, Series 87CFAClean record17 years registeredEURO PACIFIC ASSET MANAGEMENT, LLC
LOTS 81-82, STREET C, DORADO, PR 00646CRD# 5389867Firm CRD# 152922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Ryan Nelson · DORADO, PR
Registration
CRD #5389867 · EURO PACIFIC ASSET MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

EURO PACIFIC ASSET MANAGEMENT, LLC
Aug 2011 – present
EURO PACIFIC CAPITAL, INC.
Jul 2009 – Mar 2014
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 87
Registration record
First registered · July 23, 2009
Years registered · 17
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD 152922 · SEC 801-71199
AUM
$1.2B
Regulatory assets under management
Employees
12
3,343 client accounts
Services offered by EURO PACIFIC ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at EURO PACIFIC ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James Ryan Nelson offer?
James Ryan Nelson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DORADO, Puerto Rico for a consultation.
What are James Ryan Nelson's credentials?
James Ryan Nelson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Ryan Nelson located?
James Ryan Nelson is based in DORADO, Puerto Rico, working with EURO PACIFIC ASSET MANAGEMENT, LLC. Their office serves clients in the DORADO metropolitan area and surrounding communities.
How does James Ryan Nelson charge for services?
James Ryan Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EURO PACIFIC ASSET MANAGEMENT, LLC?
EURO PACIFIC ASSET MANAGEMENT, LLC has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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DORADO, PR

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Research
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