DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jared Donald Nelson
Feed of 09/14/2026
At current firm
8 y
since Aug 20, 2018
In the industry
28 y
since Sep 1, 1998 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fbl Wealth Management, LLC BD affiliated currentsince Aug 20, 2018 · West Des Moines, Ia
- Fbl Investment Management Services, Inc. formerJul 20, 2011 to Aug 17, 2018 · West Des Moines, Ia
- Edward Jones national BDSep 6, 2007 to May 28, 2008 · Cross Plains, Wi
Moves
a registration end followed by a registration begin elsewhere
- Fbl Investment Management Services, Inc. to Fbl Wealth Management, LLCleft Aug 17, 2018, registered Aug 20, 2018 (3 days) · corporate re-registration, not a move
- Edward Jones to Fbl Investment Management Services, Inc.left May 28, 2008, registered Jul 20, 2011 (1148 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address