Jade O. Nelson
Professional summary
Jade Olson Nelson, who also goes by Jade Lynn Olson, is a registered financial professional currently at SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington.
Jade is registered as a RR (Registered Representative) and started their career in finance in 2023. Jade has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jade Olson Nelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2023 - Present
SATURNA BROKERAGE SERVICES, INC
Office #1: 1300 N. State Street, Bellingham, WA 98225-4730State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/12/2023)
Exams
Series 7TO
Date: 5/30/2023
General Securities Representative ExaminationFINRA
Current Firm
SATURNA BROKERAGE SERVICES, INC
CRD#: 18437 / SEC#: , 8-36558
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SATURNA CAPITAL CORPORATION | 100% OWNER | |
| CARTEN, JANE KAISER | DIRECTOR | 2929087 |
| CARTEN, JANE KAISER | CEO AND PRESIDENT | 2929087 |
| FANKHAUSER, CHRISTOPHER REED | COO | 2857015 |
| FANKHAUSER, CHRISTOPHER REED | DIRECTOR | 2857015 |
| HANNA, KALEN MARTIN | CFO | 5710886 |
| HANNA, KALEN MARTIN | TREASURER | 5710886 |
| HANNA, KALEN MARTIN | DIRECTOR | 5710886 |
| STEWART, JACOB ANDREW | CCO AND AML OFFICER | 5456089 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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