Meet The Team

25+ Years of Financial Industry Experience

20+ Years of Legal Industry Experience

I am a financial consultant focusing on the accumulation, preservation, and distribution of wealth.  I began my training at Allegheny College in Meadville, Pennsylvania where I graduated in Economics.  I then received my law degree from the West Virginia University School of Law.  Throughout my career, I have worked with many financial services institutions including banks, trust departments, insurance companies, brokerage firms and law firms.

As founder and president of J. Nelson Financial Group, LLC, formerly Global Financial Resources, LLC, I combine my training to provide strategies on a global scale to meet client’s needs.  These services range from customizing investment strategies for individual investors to structuring retirement plans for businesses.  While the services provided depend strictly on the needs of the client, I am often able to find better, more efficient ways to achieve a client’s goals by taking a global approach.  Once the client’s goals are established, I use my resources as an independent advisor to help meet those goals.

I hold a securities license as well as a license to provide life and health insurance.  I am a registered representative of LPL Financial, who is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).