James Nelson has been an investment adviser representative at Affinity Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. James Nelson holds a Penn State.
Affinity Wealth Management LLC is a Wilmington, DE firm with $873M under management, 664 clients and 11 advisers in one office, as of its April 2026 filing.
Jim Nelson is Financial Advisor of Affinity Wealth Management. He played eight seasons as a linebacker with the Green Bay Packers, Minnesota Vikings, Indianapolis Colts and Baltimore Ravens. After football he spent over two decades as a franchise business owner and sales executive.
James Nelson’s longest registration was 3 years at Raymond James Financial Services Advisors, Inc (2022–2025). Before joining Affinity Wealth Management in 2025, James Nelson was registered through Raymond James Financial Services Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 1 yearWilmington, DE · Adviser representative · Firm CRD 290735
- Raymond James Financial Services Advisors, Inc– · 3 yearsWilmington, DE · Adviser representative · Firm CRD 149018
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsWilmington, DE · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
James Nelson is registered as an investment adviser representative in Delaware, since October 2025.
- DelawareSince 6 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 March 2019 |
| Series 7TO | General Securities Representative Examination | 2 February 2019 |
| SIE | Securities Industry Essentials Examination | 11 December 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- James Robert Nelson
- CRD
- 7043292
- Firm
- Affinity Wealth Management · CRD 290735
- Office
- 2751 CENTERVILLE ROAD, SUITE 110, Wilmington, DE 19808
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- affinitywealth.com
Where does James Nelson work?
James Nelson is an investment adviser representative registered through Affinity Wealth Management LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is James Nelson a financial advisor?
Yes. James Nelson has a current investment-adviser registration in Delaware, through Affinity Wealth Management since October 2025.
How many years of experience does James Nelson have?
James Nelson has 7 years in the financial industry, since February 2019, across 3 adviser firms.
What exams has James Nelson passed?
James Nelson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2018.
Where did James Nelson work before Affinity Wealth Management?
Before Affinity Wealth Management, James Nelson was registered through Raymond James Financial Services Advisors, Inc, January 2022 to September 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2019 to January 2022.
Where is James Nelson based?
James Nelson’s registered office is in Wilmington, DE.
Is James Nelson registered with FINRA?
No. James Nelson has no current broker registration.
How can I verify James Nelson’s record?
Search CRD 7043292 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Nelson’s full registration record.
