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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

NELSON ADVISORY SERVICES, INC.

CRD 337576

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8886fbfa-377e-f3fe-db1e-0e7fff59d950

Data as of Nov 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 25, 2025 to Nov 25, 2025
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $0Item 5.F on the latest filing (2025-11-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Custody, client assets: $0
CRD: 337576
Filings on the tape: 1
First filed: Nov 25, 2025
Latest filed: Nov 25, 2025
Organised: Corporation, FL
Website: nelsonfinancialplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
JOEL JIMMY GARRIS	Certified Financial Planner	WINTER PARK, FL	27	1	yes
Kristin A Kalley	Certified Financial Planner	WINTER PARK, FL	9	n/a	yes
Chester A Cowart	n/a	WINTER PARK, FL	12	n/a	yes

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (3)

← Chester A CowartAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← Kristin A KalleyAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← JOEL JIMMY GARRISAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8886fbfa-377e-f3fe-db1e-0e7fff59d950
First observed: Nov 25, 2025
Last observed: Nov 25, 2025 9 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NELSON ADVISORY SERVICES, INC.

CRD 337576

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8886fbfa-377e-f3fe-db1e-0e7fff59d950

Data as of Nov 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOEL JIMMY GARRIS

Certified Financial Planner

WINTER PARK, FL

yes

Kristin A Kalley

Certified Financial Planner

WINTER PARK, FL

n/a

yes

Chester A Cowart

n/a

WINTER PARK, FL

n/a

yes

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a