Profil
Mr. Adam T.
Nelson, CFA, is an Investment Strategist at BBJS Financial Advisors LLC.
He focuses on providing specialized research and analysis in support of tactical asset allocation strategy in addition to crafting comprehensive financial plans for clients.
Prior to joining BBJS, Mr. Nelson developed expertise in investment performance measurement while working at BNY Mellon.
He also spent his early career as an intern at Russell Investments and worked as a Financial Advisor at Edward Jones.
He began his career in the investment industry in 2007.
He received his undergraduate degree in Bachelor of Arts, Business Administration (Finance) from the University of Washington.
He is also a Chartered Financial Analyst® (CFA®) and a Certified Financial Planner™ (CFP®) professional.
Aktive Positionen von Adam Nelson
| Unternehmen | Position | Beginn |
|---|---|---|
BBJS Financial Advisors LLC
 BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities. | Marktstratege | 01.01.2017 |
Ehemalige bekannte Positionen von Adam Nelson
| Unternehmen | Position | Ende |
|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Analyst-Equity | 01.01.2017 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Analyst-Equity | 01.04.2011 |
Ausbildung von Adam Nelson
| University of Washington | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
BBJS Financial Advisors LLC
BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities. | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
