Jay Nelson
Jay Nelson, CRPC®
Sales Assistant
MEMBERS Financial Services
Located at:
Associated Credit Union
6251 Crooked Creek Rd Peachtree Corners, GA 30092
Phone: 770-326-7315
Email: [email protected]
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MISSION STATEMENT
As an LPL registered sales assistant, my objective is to provide dependable and detail-oriented operational and sales support to our financial advisors. I am committed to enhancing efficiency, fostering strong relationships with credit union members, and contributing to the overall growth and success of the MEMBERS Financial Services wealth management program.
PROFESSIONAL SPECIALTIES
- Operational and administrative excellence
- Sales and advisor support
- Client service and relationship support
QUALIFICATIONS
- Sales Assistant, MEMBERS Financial Services, Located at Associated Credit Union
- Holds FINRA Series 7, and 66 securities licenses with LPL Financial
- Holds life & health insurance licenses from GA
EDUCATION
- Graduated from Georgia State University, Bachelor of Business Administration
PERSONAL
Jay graduated from Georgia State University in 2023 and subsequently commenced his career in wealth management. Hailing from Marietta, Georgia, he is a dedicated supporter of his alma mater, the GSU Panthers, in both athletic and academic pursuits. Committed to continuous professional development, he collaborates closely with seasoned advisors and aspires to become an advisor himself in the future.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Associated Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
