Adam Nelson
Market Strategist at BBJS Financial Advisors LLC
Adam Nelson active positions
Companies | Position | Start | End |
---|---|---|---|
BBJS Financial Advisors LLC
BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities. | Market Strategist | 2016-12-31 | - |
Career history of Adam Nelson
Former positions of Adam Nelson
Companies | Position | Start | End |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Analyst-Equity | 2011-05-31 | 2016-12-31 |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Analyst-Equity | 2010-03-31 | 2011-03-31 |
Training of Adam Nelson
University of Washington | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Market Strategist | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
BBJS Financial Advisors LLC
BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities. | Finance |
- Stock Market
- Insiders
- Adam Nelson
- Experience