# JAMES MARION NELSON

JAMES MARION NELSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with REALTA INVESTMENT ADVISORS, INC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [REALTA INVESTMENT ADVISORS, INC](https://search.stillhousedata.com/firm/134952) | 2022-09-12 | present | Yes |
| [KALOS MANAGEMENT](https://search.stillhousedata.com/firm/133025) | 2018-11-01 | 2022-09-23 | — |
| [LINEWEAVER WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173310) | 2015-03-13 | 2018-10-04 | — |
| [SIGMA PLANNING CORPORATION](https://search.stillhousedata.com/firm/110692) | 2011-06-21 | 2015-03-05 | — |
| [SIGNATOR INVESTORS, INC.](https://search.stillhousedata.com/firm/468) | 2008-01-04 | 2008-10-17 | — |
| [SPECTRUM ASSETS, INC.](https://search.stillhousedata.com/firm/127497) | 2004-10-25 | 2006-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1931451)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1931451.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.