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Jesse Nelson Location
Mission Viejo, CA, US
Jesse Nelson Work
Vice President Financial Consultant @ (January 2025 - Present)
Financial Consultant @ (May 2022 - December 2024)
Investment Consultant @ (November 2021 - April 2022)
Relationship Manager @ (March 2021 - October 2021)
Financial Representative @ (September 2019 - February 2021)
Jesse Nelson Education
College for Financial Planning
Master of Science in Personal Financial Planning (Financial Planning and Services)
2022-2023
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Business Administration (Economics)
2016-2018
Jesse Nelson Summary
Jesse Nelson, based in Mission Viejo, CA, US, is currently a Vice President Financial Consultant at Fidelity Investments. Jesse Nelson brings experience from previous roles at Fidelity Investments. Jesse Nelson holds a 2022 - 2023 Master of Science in Personal Financial Planning in Financial Planning and Services @ College for Financial Planning. Jesse Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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