Jacob Tyler Nelson
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Advisory Services, LLCSep 2026 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America, Inc.Jun 2023 to Jun 2024
- Northwest Investment and Retirement GroupNov 2022 to Jun 2023
- StudentJul 2022 to Nov 2022
- Tanner Creek TavernApr 2021 to Jul 2022
- UnemployedApr 2020 to Apr 2021
- Altabira City TavernAug 2017 to Apr 2020
- HopworksOct 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7661810
- Firm CRD
- 171070