Nelson Jones
Investment adviser representative at Townsquare Capital, LLC
10 yearsExperience
1 stateRegistered in
$18.1BFirm assets
9 yearsFirm in business
Are you Nelson Jones? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Townsquare Capital, IncJan 2025 to now
- Orion Portfolio SolutionsJan 2025 to now
- Student/unemployeedDec 2020 to Jan 2025
- State FarmFeb 2019 to Dec 2020
- AvantegardeOct 2018 to Jan 2019
- StudentSep 2017 to Oct 2018
- State FarmAug 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Townsquare Capital, LLC
$18.1BAssets managed
96Clients
21Advisers
9 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
- 8031854
- Firm CRD
- 288576