James Marion Nelson
Investment adviser representative at Realta Investment Advisors, Inc
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$385.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Realta Investment Advisors, Inc.Aug 2022 to now
- Realta Equities, Inc.Aug 2022 to now
- Steward Enterprises, Inc. dba On Point Wealth StrategiesApr 2002 to now
- Kalos CapitalSep 2018 to Aug 2022
- Kalos ManagementSep 2018 to Aug 2022
- Family Financial Services of Florida, LLCDec 2015 to Dec 2023
- Weaver Financial Associates, LLCOct 2015 to Dec 2020
- Hbi Wealth Advisory Services, LLCJun 2015 to Dec 2024
- Lineweaver Wealth AdvisorsMar 2015 to Oct 2018
- Triad Advisors, LLCMar 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1931451
- Firm CRD
- 134952