Jacqueline Nelson-LaMott has been an investment adviser representative at Assured Retirement Financial Group since February 2020, and is not listed among the firm’s executive officers or direct owners.
Assured Retirement Financial Group, Inc. is an Edina, MN firm with $241M under management, 541 clients and 4 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Jacqueline Nelson-LaMott is registered as an investment adviser representative in Minnesota, since February 2020.
- MinnesotaSince 21 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacqueline Ann Nelson-LaMott
- CRD
- 7225216
- Firm
- Assured Retirement Financial Group · CRD 179516
- Office
- 4550 W 77TH STREET, SUITE 380, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacqueline Nelson-LaMott work?
Jacqueline Nelson-LaMott is an investment adviser representative registered through Assured Retirement Financial Group, Inc. since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jacqueline Nelson-LaMott a financial advisor?
Yes. Jacqueline Nelson-LaMott has a current investment-adviser registration in Minnesota, through Assured Retirement Financial Group since February 2020.
How many years of experience does Jacqueline Nelson-LaMott have?
Jacqueline Nelson-LaMott has 6 years in the financial industry, since February 2020, across 1 adviser firm.
What exams has Jacqueline Nelson-LaMott passed?
Jacqueline Nelson-LaMott passed the Series 65 in September 2019.
Where is Jacqueline Nelson-LaMott based?
Jacqueline Nelson-LaMott’s registered office is in Edina, MN.
Is Jacqueline Nelson-LaMott registered with FINRA?
No. Jacqueline Nelson-LaMott has no current broker registration.
How can I verify Jacqueline Nelson-LaMott’s record?
Search CRD 7225216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacqueline Nelson-LaMott’s full registration record.
