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JN

Jill C. Nelson

AAG CAPITAL,
Wesley Chapel, FL 33544
Some features on this profile are disabled
CRD#: 5306833
JN

Professional summary

Jill Caroline Nelson is a registered financial professional currently at AAG CAPITAL, INC located in Wesley Chapel, Florida.

Jill is registered as a RR (Registered Representative) and started their career in finance in 2008. Jill has worked at 4 firms and has passed the Series 63, Series 99TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jill Caroline Nelson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 6, 2026 - Present

AAG CAPITAL, INC

Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
BD
CRD#: 188
Wesley Chapel, FL
Past

June 21, 2022 - December 8, 2025

IFP SECURITIES, LLC

BD
CRD#: 297287
TAMPA, FL
Past

April 17, 2019 - June 27, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

November 24, 2008 - April 3, 2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
CENTENNIAL, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/6/2026)
RR
Florida
(1/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/22/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 4/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/21/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AAG CAPITAL, INC
AAG CAPITAL, INC
AAG CAPITAL, INC | CREATIVE INVESTOR SERVICES, INC. | AAG CAPITAL, INC.

CRD#: 188 / SEC#: , 8-12911

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Phone number
(941) 932-2158
Established
Florida since 11/25/1981
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AAG CAPITAL HOLDINGS, LLCOWNER
GUINTA, GREGG ARTHURPRESIDENT3187502
SILVESTRO, MICHELEFINOP6960939
WILKES, DEREK ALLENCCO5168873

Disclosures

Regulatory Event1

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.

Company Information

AAG CAPITAL, INC

AAG CAPITAL, INC

CRD#: 188Wesley Chapel, FL 33544

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