Brian Carl Nelson
Professional Summary
Brian Carl Nelson is a registered financial advisor currently at JEMMA FINANCIAL SERVICES located in Baltimore, Maryland and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Baltimore, Maryland. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Brian has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
FOUNDRY WEALTH ADVISORS, LLC | JEMMA INVESTMENT ADVISORS LLC | JEMMA FINANCIAL SERVICES
Contact Information
Main Address
810 Gleneagles Court Suite 109, Baltimore, MD 21286Phone Number
(855) 662-2121# of Employees
5SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
641AUM (Assets Under Management)
$139,832,219Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FOUNDRY WEALTH ADVISORS, LLC | JEMMA INVESTMENT ADVISORS LLC | JEMMA FINANCIAL SERVICES
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Carl Nelson's CRS (Customer Relationship Summary).
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