Trevor Nielsen
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
Are you Trevor Nielsen? Claim your profile
Contact this firm
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
10 years in the industry.
- Edward JonesJun 2018 to now
- FastenalSep 2017 to May 2018
- R&j LawncareApr 2017 to Aug 2017
- SolutionreachSep 2016 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 6943544
- Firm CRD
- 250