Jillian Claire Nel
Investment adviser representative at Inscription Capital, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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
15 years in the industry.
- Emerson Equity LLCJun 2025 to now
- Inscription Capital, LLCSep 2019 to now
- Equity Indexed Insurance SalesSep 2019 to now
- Fixed Insurance SalesSep 2019 to now
- Glasscock School for Continuing Education At Rice UniversityMar 2013 to now
- Purshe Kaplan Sterling InvestmentsSep 2019 to Jun 2025
- Legacy Asset Management, Inc.Sep 2011 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Inscription Capital, LLC
$2BAssets managed
456Clients
6Advisers
8 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
- 5055280
- Firm CRD
- 291780