Jeffrey D. Nielson

AVENUES WEALTH

Winter Park, FL 32789

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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.

Core Areas of Focus

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

Estate & Generational Planning Issues

Financial Psychology/Coaching

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

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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 2000

Experience

Current

January 11, 2018 - Present

AVENUES WEALTH, LLC

Office #1: 311 W. Fairbanks Avenue Suite 201, Winter Park, FL 32789

RIA

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

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

CRD#: 42046

ORLANDO, FL

Past

August 4, 1998 - June 28, 2006

WALNUT STREET SECURITIES, INC.

CRD#: 15840

ORLANDO, FL

Past

March 24, 1998 - August 4, 1998

THE ADVISORS GROUP, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/26/1999

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/30/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/1998

General Securities Representative Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 68,940,334

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey D. Nielson

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Nielson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WALNUT STREET SECURITIES, INC.

THE ADVISORS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/1999

Series 65

Date: 10/30/1998

SIE

Date: 12/31/2017

Series 7

Date: 3/23/1998

Current Firm

AVENUES WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AVENUES WEALTH, LLC

TRUST BUT VERIFY

Contact information

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