Nelson Advisory Services, Inc.

Overview

Nelson Advisory Services, Inc. is a state registered investment adviser based in Winter Park, FL, registered since 2026. It has 3 investment adviser representatives.

Employees

3

Advisory reps

3

Registered since

2026

Jurisdictions

1

As reported in the firm's November 2025 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Joel Jimmy Garris President, Chief Compliance Officer CRD 3142942

Advisory reps 3 of 3

• Chester A Cowart Registered Rep · Investment Adviser Rep CRD 7465057
• Joel Jimmy Garris Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3142942
• Kristin A Kalley Registered Rep · Investment Adviser Rep CRD 7133143

Location

Headquarters

423 Country Club Dr
Winter Park, FL 32789

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: nelsonfinancialplanning.com

Every state, with registration dates

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