Jeffrey Nielsen

NIELSEN CAPITAL ADVISERS LLC

Irvine, CA 92612

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CRD#: 7477039

Professional summary

Jeffrey Nielsen is a registered financial advisor currently at NIELSEN CAPITAL ADVISERS LLC located in Irvine, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

-Cannon Building (not investment related). -Construction Services Company -1861 East Miraloma Ave, Placentia California. -Procurement Manager (Employee) 11-07-2022 start date 160 hours allocation per month 5 hours allocation per day during securities trading hours -Duties- Procurement related activities related to planning and purchasing of materials and equipment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Nielsen'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®

None

Experience

Current

May 4, 2023 - Present

NIELSEN CAPITAL ADVISERS LLC

Office #1: 19800 Macarthur Blvd 3rd Floor, Irvine, CA 92612

RIA

CRD#: 318078

Irvine, CA

Past

May 17, 2022 - December 14, 2022

NIELSEN CAPITAL ADVISERS LLC

RIA

CRD#: 318078

BEVERLY HILLS, CA

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

California
(5/4/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/13/2021

Uniform Investment Adviser Law Examination

Current Firm

NIELSEN CAPITAL ADVISERS LLC

JEFFREY PAUL NIELSEN | NIELSEN CAPITAL ADVISERS LLC | NIELSEN CAPITAL ADVISERS

CRD#: 318078 / SEC#:

California

Registered Investment Advisory firm - (5/4/2023 Approved)

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Contact information

Main Address

19800 Macarthur Blvd 3rd Floor, Irvine, CA 92612

Mailing Address

Phone number

(310) 905-5157

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Jeffrey Nielsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NIELSEN CAPITAL ADVISERS LLC

NIELSEN CAPITAL ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2021

Current Firm

NIELSEN CAPITAL ADVISERS LLC

Contact information

Documents

Red Flags

Company Information

NIELSEN CAPITAL ADVISERS LLC

TRUST BUT VERIFY

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