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Jillian Caruthers Nelson is a financial advisor professional located in Covington, LA. They specialize in financial advisory. With over 13 years of experience, they bring deep expertise to every client.
Jillian Caruthers Nelson - Asset Planning Services Inc holds an active professional license (FINRA CRD) for your protection.
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Jillian Caruthers Nelson operates Asset Planning Services Inc in Covington, Louisiana, bringing 13 years of experience in financial advisory services. The firm holds a FINRA CRD license (No. 4428527), which governs securities-related advisory work. Nelson works with clients on asset planning matters and maintains the regulatory standing required to operate in this capacity.
A FINRA CRD license indicates that the advisor is registered with the Financial Industry Regulatory Authority and cleared to conduct securities-related advisory work. This registration requires compliance with federal securities regulations and FINRA rules, which govern how advisors interact with clients, manage conflicts of interest, and handle client assets. The license number on file allows clients and regulators to verify the advisor's registration status and disciplinary history through FINRA's public database.