Jonah Nelson, Cfp® Chfc® Aif®
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Jonah Nelson, Cfp® Chfc® Aif® Email & Phone Number

Associate Adviser at Atlas Wealth Advisers
Location: Madison, Wisconsin, United States 7 work roles 2 schools
1 work email found @awateam.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email j****@awateam.com
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Current company
Atlas Wealth Advisers
Role
Associate Adviser
Location
Madison, Wisconsin, United States
Company size
5 employees

Who is Jonah Nelson, Cfp® Chfc® Aif®? Overview

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Quick answer

Jonah Nelson, Cfp® Chfc® Aif® is listed as Associate Adviser at Atlas Wealth Advisers, a with 5 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at awateam.com and a matched LinkedIn profile for Jonah Nelson, Cfp® Chfc® Aif®.

Jonah Nelson, Cfp® Chfc® Aif® previously worked as Paraplanner at Atlas Wealth Advisers and Delivery Driver at Jimmy John'S. Jonah Nelson, Cfp® Chfc® Aif® holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from University Of Wisconsin-Whitewater.

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Email format at Atlas Wealth Advisers

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*@awateam.com
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AeroLeads found 1 current-domain work email signal for Jonah Nelson, Cfp® Chfc® Aif®. Compare company email patterns before reaching out.

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Profile bio

About Jonah Nelson, Cfp® Chfc® Aif®

After graduating from UW-Whitewater with a degree in Finance, I started working at Atlas Wealth Advisers. After passing my Series 7 and 66 exams and getting securities and advisory licensed, I am working as an Associate Adviser where I assist the other advisers at the firm with their day-to-day tasks so they are able to focus more of their time on the clients. In the future, after gaining more knowledge about the industry, I intend to transition to an adviser role and have clients of my own.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.Cambridge and Atlas Wealth Advisers are not affiliatedContent provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Listed skills include Teamwork, Leadership, Microsoft Excel, Customer Service, and 1 others.

Current workplace

Jonah Nelson, Cfp® Chfc® Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Atlas Wealth Advisers
Atlas Wealth Advisers
Associate Adviser
madison, wisconsin, united states
Website
awateam.com
Employees
5
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Company profile
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7 roles

Jonah Nelson, Cfp® Chfc® Aif® work experience

A career timeline built from the work history available for this profile.

Delivery Driver

Jimmy John'S

Whitewater

Jun 2017 - May 2018

Painter

Drysource Painting

Dodgeville

I painted the exterior of houses, decks, and porches. I also did door-to-door marketing and handing out business cards and flyers to create more jobs and revenue for the company.

Jun 2015 - Sep 2016

Student Caller

University Of Wisconsin-Whitewater

Whitewater

I called alumni to ask them about their experiences at the university, and also talk to them about after graduation and how they found their first jobs. Along with talking to them about their experiences, I also helped raised money for various organizations throughout the campus.

Sep 2015 - Dec 2015

Embroidery Associate

Lands'​ End

Dodgeville

I was part of the embroidery process for the business outfitters division of Lands' End. I was to ensure the quality of the products, as well as to be efficient in delivering the finished products to the customers.

May 2015 - Sep 2015

Cook

Dino'S Bar And Grill

Dodgeville

I took orders, cooked food, as well as delivered food throughout the town. Also helped out with restocking and taking inventory on the products in the restaurant.

Jun 2011 - Sep 2014
Team & coworkers

Colleagues at Atlas Wealth Advisers

Other employees you can reach at awateam.com. View company contacts for 5 employees →

SR Scott Richardson, Chfc®, Aams®, Aif® Scott Richardson, Chfc®, Aams®, Aif® Colleague at Atlas Wealth AdvisersMadison, Wisconsin, United States View → JT Jordan Truttschel, Aif® Jordan Truttschel, Aif® Colleague at Atlas Wealth AdvisersMadison, Wisconsin, United States View → DB Douglass Belt, Bfa™ Douglass Belt, Bfa™ Colleague at Atlas Wealth AdvisersMadison, Wisconsin, United States View → RW Rick Wittmann Rick Wittmann Colleague at Atlas Wealth AdvisersGreater Madison Area, United States View → AB Anna Bartle Anna Bartle Colleague at Atlas Wealth AdvisersMadison, Wisconsin, United States View →
2 education records

Jonah Nelson, Cfp® Chfc® Aif® education

Bachelor Of Business Administration - Bba, Finance And Financial Management Services

University Of Wisconsin-Whitewater

Activities and Societies: Varsity athlete in both Cross Country and Track & Field.Graduated from UW-Whitewater in December 2018.

High School

Dodgeville High School

Activities and Societies: Graduated with High Honors DECA National Qualifier Varsity athlete in Soccer, Basketball, and Track & Field

FAQ

Frequently asked questions about Jonah Nelson, Cfp® Chfc® Aif®

Quick answers generated from the profile data available on this page.

What company does Jonah Nelson, Cfp® Chfc® Aif® work for?

Jonah Nelson, Cfp® Chfc® Aif® works for Atlas Wealth Advisers.

What is Jonah Nelson, Cfp® Chfc® Aif®'s role at Atlas Wealth Advisers?

Jonah Nelson, Cfp® Chfc® Aif® is listed as Associate Adviser at Atlas Wealth Advisers.

What is Jonah Nelson, Cfp® Chfc® Aif®'s email address?

AeroLeads has found 1 work email signal at @awateam.com for Jonah Nelson, Cfp® Chfc® Aif® at Atlas Wealth Advisers.

Where is Jonah Nelson, Cfp® Chfc® Aif® based?

Jonah Nelson, Cfp® Chfc® Aif® is based in Madison, Wisconsin, United States while working with Atlas Wealth Advisers.

What companies has Jonah Nelson, Cfp® Chfc® Aif® worked for?

Jonah Nelson, Cfp® Chfc® Aif® has worked for Atlas Wealth Advisers, Jimmy John'S, Drysource Painting, University Of Wisconsin-Whitewater, and Lands'​ End.

Who are Jonah Nelson, Cfp® Chfc® Aif®'s colleagues at Atlas Wealth Advisers?

Jonah Nelson, Cfp® Chfc® Aif®'s colleagues at Atlas Wealth Advisers include Scott Richardson, Chfc®, Aams®, Aif®, Jordan Truttschel, Aif®, Douglass Belt, Bfa™, Rick Wittmann, and Anna Bartle.

How can I contact Jonah Nelson, Cfp® Chfc® Aif®?

You can use AeroLeads to view verified contact signals for Jonah Nelson, Cfp® Chfc® Aif® at Atlas Wealth Advisers, including work email, phone, and LinkedIn data when available.

What schools did Jonah Nelson, Cfp® Chfc® Aif® attend?

Jonah Nelson, Cfp® Chfc® Aif® holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from University Of Wisconsin-Whitewater.

What skills is Jonah Nelson, Cfp® Chfc® Aif® known for?

Jonah Nelson, Cfp® Chfc® Aif® is listed with skills including Teamwork, Leadership, Microsoft Excel, Customer Service, and Microsoft Powerpoint.

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