Advisor at Viceroy Investment Advisors LLC
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Firm
Viceroy Investment Advisors LLC
Location
Everett, WA 98201
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
21 years
Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.
Based on Viceroy Investment Advisors LLC
$1,500 paid in arrears for project services
0.75% per annum on portfolio values for discretionary assets
2906 Colby Avenue, Suite 108
Everett, WA 98201
Washington
Viceroy Investment Advisors LLC
2009 - Present (17 years)
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Real estate agent
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Other specialized services
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