# Jason Nelson

> Jason Nelson is a fee-only financial advisor at Viceroy Investment Advisors in Everett, Washington, who holds the CFP and CFA credentials. Viceroy Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-nelson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Viceroy Investment Advisors
- **Based in:** Everett, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $34.8M across 85 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2962312 (https://adviserinfo.sec.gov/individual/summary/2962312)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1997), Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.viceroyinvestmentadvisors.com

## Frequently asked questions

### Is Jason Nelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Viceroy Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Viceroy Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Nelson based?

Jason Nelson is based in Everett, Washington.

### What credentials does Jason Nelson hold?

Jason Nelson holds the CFP and CFA credentials.

### Is Jason Nelson registered with the SEC?

Yes. Jason Nelson is registered as an investment adviser representative in WA (CRD 2962312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Viceroy Investment Advisors manage?

Viceroy Investment Advisors reports $34.8M across 85 accounts in assets under management.

### How do I contact Jason Nelson?

Through Jason's website, www.viceroyinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2962312): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.