Jillian Caruthers Nelson
Investment adviser representative at Asset Planning Services Inc
23 yearsExperience
2 statesRegistered in
$365.6MFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
23 years in the industry.
- Asset Planning Services IncNov 2016 to now
- Johnson Rice & Company L.L.C.Sep 2003 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Asset Planning Services Inc
$365.6MAssets managed
148Clients
2Advisers
39 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
- 4428527
- Firm CRD
- 104715