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John V Nielsen

Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

10 years in the industry.

  1. Edward JonesAug 2023 to now
  2. Dining RdAug 2022 to Aug 2023
  3. Healthcare Services GroupMar 2022 to Aug 2023
  4. Dd Homes NetworkDec 2021 to Mar 2022
  5. Eldred Baptist ChurchAug 2021 to Nov 2021
  6. Fedex ExpressJan 2021 to Jul 2021
  7. UpsSep 2020 to Nov 2020
  8. UnemployedJun 2020 to Jan 2021
  9. Iowa State UniversityJan 2020 to Jun 2020
  10. Full Time StudentAug 2019 to Jan 2020
  11. Total NutritionMay 2017 to Aug 2019
  12. Full Time StudentNov 2016 to Apr 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (IA, 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
7787040
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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