Jason Nelson
Viceroy Investment Advisors · Everett, Washington
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.
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Facts
| Firm | Viceroy Investment Advisors |
|---|---|
| Based in | Everett, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $34.8M across 85 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 2962312 |
| Exams passed | Series 63 (1997) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.viceroyinvestmentadvisors.com |
| Profile |
How Jason's firm compares
- Viceroy Investment Advisors's average account is about $409,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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