JAMES ROBERT NELSON is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with AFFINITY WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | 2025-10-06 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-01-04 | 2025-09-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-03-07 | 2022-01-05 | — |