Dawn Mcanly Nelson
Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesDec 2019 to now
- Hd Vest Advisory ServicesJan 2019 to Dec 2019
- Hd Vest Insurance Agency, LLCJan 2019 to Dec 2019
- Hd Vest Investment ServicesJan 2019 to Dec 2019
- Wesbanco Securities IncJan 2019 to Jan 2019
- LPL Financial, LLCApr 2014 to Jan 2019
- Affinity Realty of Kentucky LLCJul 2005 to Dec 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (KY).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6363820
- Firm CRD
- 250