Zions Wealth Advisors | LPL Financial
Blake Nelson, CFP®
Vice President | Wealth Advisor
Phone
Branch/Office Location
Blake Nelson, CFP®
Vice President | Wealth Advisor
About Jared
Blake Nelson is a vice president and wealth advisor with 21 years of service in the financial services industry. He graduated from Utah State University, holds several securities licenses, and has the designation of Certified Financial Planner®. Blake specializes in working with clients starting or nearing retirement and leans on his diverse experience to offer strategies that aim to help clients accomplish their financial goals.
When he isn’t taking care of his clients, Blake enjoys golf and the outdoors, and spends time coaching and volunteering on the sports teams of his five children.
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Zions Bank, a division of Zions Bancorporation, N.A., and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors, and may also be employees of Zions Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bank, a division of Zions Bancorporation, N.A. or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
Not Bank Deposits or Obligations |
The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.