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.
Christian Edward Nelson
- Title
- Partnerreportedieqcapital.comfirm site, Sep 15, 2026
- Partner or owner
- “Christian Nelson | Partner at IEQ Capital”reportedieqcapital.comthe sentence on the bio page
- Investment committee
- “He also serves on the Investment Committee of IEQ Capital.”reportedieqcapital.comthe sentence on the bio page
- Professional profile
- ieqcapital.com/team/christian-nelsonreportedieqcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Ieq Capital, LLC independent RIA currentsince Jun 11, 2019 · Foster City, Ca
- J.P. Morgan Private Wealth Advisors LLC formerOct 4, 2016 to Jun 4, 2019 · Menlo Park, Ca
- Zacks Investment Management, Inc. mixed wealthDec 24, 2008 to Mar 2, 2011 · Chicago, Il
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 17, 1999 to Nov 7, 2002 · Englewood, Co
- J.P. Morgan Private Wealth Advisors LLC to Ieq Capital, LLCleft Jun 4, 2019, registered Jun 11, 2019 (7 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Zacks Investment Management, Inc. to J.P. Morgan Private Wealth Advisors LLCleft Mar 2, 2011, registered Oct 4, 2016 (2043 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Zacks Investment Management, Inc.left Nov 7, 2002, registered Dec 24, 2008 (2239 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address