Jesse Lincoln Nelson
Investment adviser representative at Copper Harbor Investment Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$805MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Copper Harbor Investment Advisors, LLCJan 2019 to now
- Kerberrose Wealth Management, LLCNov 2016 to Jan 2019
- Associated Trust Company NAMay 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (IL, OR, WI).
Copper Harbor Investment Advisors, LLC
$805MAssets managed
250Clients
5Advisers
11 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
- 5134055
- Firm CRD
- 169978