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Jay Nelson, CFP | Avior Wealth Management, Omaha NE

Market Signals EditorialBy Updated:No Comments
0.000
Financial planner
United States
Contact Information
Omaha, NE, United States
https://avior.com/
Detailed Information
39/100
AI Advisor Match Score
Limited data
CFP certified +25Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Jay Nelson has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Jay Nelson, CFP, is Director of Financial Planning and a Financial Advisor at Avior Wealth Management, a registered investment adviser serving the Omaha, Nebraska area and beyond. He earned a finance degree from the University of South Dakota and holds the Certified Financial Planner designation. He leads Avior’s financial planning team across the firm’s offices and has served as past president of the Financial Planning Association of Nebraska. His work centers on comprehensive, goals-based financial plans for individuals and families.

Source: compiled from public professional records. Verify registration on the SEC IAPD database. If you are this advisor, you can claim or request removal of this profile using the links above.
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-based

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