Edward Jones – Dennis E. Nelson, CFP
About
Dennis E. Nelson is a veteran Edward Jones financial advisor serving clients in Marblehead, with several decades of experience in the business. His primary focus is helping clients successfully achieve their financial goals, but he also wants them to understand what they own. Prospective clients can find him through the Edward Jones advisor search tools and share their contact information through his profile page to start the conversation.
Becoming a client follows the Edward Jones process. The advisor reaches out to set up a complimentary consultation, held virtually or in person, to discuss goals, assess investing style and review account types and investments to consider. Once client and advisor decide to work together, the advisor opens the account. Edward Jones is a St. Louis-based firm founded in 1922 that serves individual investors through local branch offices.
What to Know
- Nelson holds the CFP designation.
- He is a member of the Marblehead Chamber of Commerce.
- Online account access is set up when a new account is opened.
- Edward Jones publishes investor education, including research with Age Wave on how different generations weathered the COVID-19 crisis.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.