Jeffrey D. Nielson
AVENUES WEALTH
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 2911104
Professional summary
Jeffrey David Nielson, CFP®, who also goes by Jeff Nielson, is a registered financial advisor currently at AVENUES WEALTH, LLC located in Winter Park, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
My name is Jeff Nielson and I’m a CERTIFIED FINANCIAL PLANNER™. I entered the financial services industry 20 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build a firm based on working in the best interest of the client, I founded Avenues Wealth in 2018, an independent, fee-only wealth management practice.
Question & Answer
What are your service offerings?
Long-term Care
Education Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Estate & Generational Planning...
Financial Psychology/Coaching
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Jeff Nielson
Other business activities
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.
U4/ADV FIXED INSURANCE SALES; CONDUCTED AT BRANCH; INVESTMENT RELATED
Jeffrey David Nielson is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Avenues Wealth, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Avenues Wealth, LLC in their capacity as a licensed insurance agent.
Izoro Property Trust; Trustee; investment related: Yes; FM 1690, Gatesville, TX 76528; Izoro Property Trust owns 905 acres of land in central Texas that is leased for grazing and hunting. ; Duties: Negotiate lease deals, collect lease payments, pay taxes and other expenses. ; 2019-01-01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Nielson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
January 11, 2018 - Present
AVENUES WEALTH, LLC
Office #1: 311 W. Fairbanks Avenue Suite 201, Winter Park, FL 32789RIA
CRD#: 290433
Winter Park, FL
Past
August 21, 2015 - December 31, 2017
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Orlando, FL
Past
August 20, 2015 - December 31, 2017
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Orlando, FL
Past
June 13, 2006 - August 21, 2015
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ORLANDO, FL
Past
June 12, 2006 - August 21, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ORLANDO, FL
Past
August 4, 1998 - June 28, 2006
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
ORLANDO, FL
Past
March 24, 1998 - August 4, 1998
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/11/2018)
IAR
Texas(4/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AVENUES WEALTH, LLC
AVENUES WEALTH, LLC
CRD#: 290433 / SEC#:
Florida
Registered Investment Advisory firm - (1/11/2018 Approved)Texas
Registered Investment Advisory firm - (4/24/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
311 W. Fairbanks Avenue Suite 201, Winter Park, FL 32789
Mailing Address
Phone number
(407) 898-3181
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 68,940,334 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
