Advisor at Schwab Wealth Advisory
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Firm
Schwab Wealth Advisory
Location
San Diego, CA 92130
Credentials
CFP®, Series 66
Industry experience
13 years
Jeffrey Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, TIAA-CREF, and Key Bank. He also works as an instructor for the Personal Financial Planning certificate program at the University of California, Irvine, which is CFP board certified. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated financial planning, trade execution, and custody services within The Charles Schwab Corporation ecosystem.
Based on Schwab Wealth Advisory
Based on Schwab Wealth Advisory
Schwab receives commission-based compensation from mutual funds, ETFs, annuities, insurance products, and alternative investments held in accounts; SWAI Representatives do not receive additional compensation based on product recommendations.
Account minimum: $500,000
11988 El Camino Real, Suite 550
San Diego, CA 92130
California · Texas
Schwab Wealth Advisory
2022 - Present (4 years)
Charles Schwab
2019 - Present (7 years)
Charles Schwab Bank
2019 - 2022 (3 years)
TIAA-CREF
2018 - 2019 (1 year)
Tiaa
2018 - 2019 (1 year)
Key Bank
2017 - 2018 (1 year)
Tiaa
2014 - 2017 (3 years)
TIAA-CREF
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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