James Robert Nelson
Investment adviser representative at Affinity Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$872.5MFirm 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
14 years in the industry.
- Affinity Wealth Management LLCSep 2025 to now
- Raymond James Financial Services Advisors, Inc.Jan 2022 to Sep 2025
- Raymond James Financial Services, Inc.Jan 2022 to Sep 2025
- Wheeler Financial LLCJan 2022 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Jan 2022
- Comcast SpectacorApr 2012 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (DE).
Affinity Wealth Management LLC
$872.5MAssets managed
664Clients
7Advisers
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
- 7043292
- Firm CRD
- 290735