JONATHAN NIELSEN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-04-06 | 2025-03-31 | — |
| LPL FINANCIAL LLC | 2022-05-18 | 2023-02-28 | — |
| CUNA BROKERAGE SERVICES, INC. | 2020-09-28 | 2022-05-18 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-02-14 | 2020-09-18 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2018-09-24 | 2018-11-28 | — |
| EQUITABLE ADVISORS, LLC | 2018-04-20 | 2018-06-22 | — |
| J.P. MORGAN SECURITIES LLC | 2017-10-17 | 2018-02-12 | — |
| STRATEGIC ADVISERS LLC | 2014-09-03 | 2017-07-31 | — |