Danford Jacob Nelson
Investment adviser representative at Capita Financial Network, LLC
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Capita Financial Network, LLCApr 2025 to now
- HolistiplanAug 2024 to Apr 2025
- DomoNov 2020 to Aug 2024
- TravelOct 2020 to Nov 2020
- BrexJul 2019 to Oct 2020
- Weave HqJan 2019 to Jul 2019
- Utah State UniversityAug 2018 to Jan 2019
- Mountain West Small Business FinanceMay 2018 to Aug 2018
- Utah State UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
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
- 7239291
- Firm CRD
- 290558