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James M. "Jimmy" Nelson, Cfp® Email & Phone Number
Owner and President
at
On Point Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner and President
Location
Lake Wales, Florida, United States
Who is James M. "Jimmy" Nelson, Cfp®? Overview
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Quick answer
James M. "Jimmy" Nelson, Cfp® is listed as Owner and President at On Point Wealth Management, based in Lake Wales, Florida, United States. AeroLeads shows a matched LinkedIn profile for James M. "Jimmy" Nelson, Cfp®.
James M. "Jimmy" Nelson, Cfp® previously worked as Owner / President at On Point Wealth Management and President / Owner at Steward Enterprises, Inc.. James M. "Jimmy" Nelson, Cfp® holds Certified Financial Planner™, Financial, Tax, Estate, Investment, And Risk Management Planning from Certified Financial Planning Board Of Standards.
Company email context
Email format at On Point Wealth Management
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On Point Wealth Management
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Profile bio
About James M. "Jimmy" Nelson, Cfp®
James M. “Jimmy” Nelson is a registered representative of Realta Equities, Inc. and an Investment Advisor Representative of Realta Investment Advisors, Inc., a US SEC Registered Investment Adviser. Neither Realta Equities, Inc., nor Realta Investment Advisors, Inc., is affiliated with On Point Wealth Management. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC, Advisory services are offered through Realta Investment Advisors, Inc. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., a US SEC Registered Investment Adviser and Realta Insurance Services which is made up of several affiliated insurance agencies, co-located at 1201 N. Orange Street, Suite 729, Wilmington DE 19801On Point Wealth Management is available to assist you with the following:Growth and preservation of wealth through tax saving financial, estate, and transfer of wealth planning methods.
Current workplace
James M. "Jimmy" Nelson, Cfp®'s current company
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On Point Wealth Management
Website
AeroLeads page
10 roles
James M. "Jimmy" Nelson, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner / President
CurrentHelping Accredited Investors and High Net Worth individuals legally reduce taxes, grow and preserve wealth, and transfer wealth in a tax favored, efficient manner.
May 2006 - Present
President / Owner
Current
Steward Enterprises, Inc.
Aug 2002 - Present
Co-Owner
Family Financial Services
Dec 2015 - Dec 2023
President / Owner
Nelson Financial Strategies
May 2006 - Dec 2021
Vice President
Mvp Life Group, Llc
Dec 2007 - Jun 2016
President
Citizens Financial Group, Llc
Aug 2002 - Apr 2006
Vice President - General Manager
Marion Nelson Funeral Home, Inc.
Jan 1994 - Jul 2002
Agent, Registered Rep.
May 1988 - Jan 1994
Gmm2 - Gunners Mate Missiles, 2Nd Class Petty Officer
Sep 1983 - Jun 1987
1 education record
James M. "Jimmy" Nelson, Cfp® education
-
Certified Financial Planning Board Of Standards
FAQ
Frequently asked questions about James M. "Jimmy" Nelson, Cfp®
Quick answers generated from the profile data available on this page.
What company does James M. "Jimmy" Nelson, Cfp® work for?
James M. "Jimmy" Nelson, Cfp® works for On Point Wealth Management.
What is James M. "Jimmy" Nelson, Cfp®'s role at On Point Wealth Management?
James M. "Jimmy" Nelson, Cfp® is listed as Owner and President at On Point Wealth Management.
Where is James M. "Jimmy" Nelson, Cfp® based?
James M. "Jimmy" Nelson, Cfp® is based in Lake Wales, Florida, United States while working with On Point Wealth Management.
What companies has James M. "Jimmy" Nelson, Cfp® worked for?
James M. "Jimmy" Nelson, Cfp® has worked for On Point Wealth Management, Steward Enterprises, Inc., Family Financial Services, Nelson Financial Strategies, and Mvp Life Group, Llc.
How can I contact James M. "Jimmy" Nelson, Cfp®?
You can use AeroLeads to view verified contact signals for James M. "Jimmy" Nelson, Cfp® at On Point Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did James M. "Jimmy" Nelson, Cfp® attend?
James M. "Jimmy" Nelson, Cfp® holds Certified Financial Planner™, Financial, Tax, Estate, Investment, And Risk Management Planning from Certified Financial Planning Board Of Standards.
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