Wealth Management Consultant @ (April 2013 - December 2017)
CFP® @ Investment Advisors of Central Florida, Inc. (July 1998 - April 2013)
Financial Planner @ The Acacia Group (January 1996 - July 1998)
Jeff Nielson Education
University of Central Florida
Bachelors
1991-1995
Jeff Nielson Skills
Asset Allocation
Asset Managment
Investment Advisory
Investments
Mutual Funds
New Business Development
Portfolio Management
Retirement Planning
Sales
Strategic Financial Planning
Strategic Planning
Wealth Management
Jeff Nielson Summary
Jeff Nielson, based in Winter Park, FL, US, is currently a Wealth Management Consultant at Avenues Wealth. Jeff Nielson brings experience from previous roles at Vaughn Wealth, Investment Advisors of Central Florida, Inc. and The Acacia Group. Jeff Nielson holds a 1991 - 1995 Bachelors @ University of Central Florida. With a robust skill set that includes Asset Allocation, Asset Managment, Investment Advisory, Investments, Mutual Funds and more. Jeff Nielson has 2 emails and 2 mobile phone numbers on RocketReach.
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