Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
20 years
Location
Forestburg, TX
LPL Financial
Institution
James Nielsen is a CFP® professional with 20 years of industry experience, currently serving as an advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for three years. Outside of his advisory role, he is involved in cattle raising and hay production on a farm in Forestburg, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and institutional platforms to a wide range of clients, including individuals and retirement plan participants. The firm offers various advisory strategies supported by research and technology, with a network of over 22,800 advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Forestburg, TX
Forestburg TX
Advisors at this office
1
Texas
20 years of industry experience
LPL FINANCIAL
2010 - Present • 16 years
Forestburg, TX
Edward Jones
2007 - 2010 • 3 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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.
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.
Series 63, Series 65
Alvord, TX
Lazarus Wealth Management LLC
John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.
Series 66
Montague, TX
Fidelity
Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021. Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.
Series 66
Alvord, TX
Charles Schwab
Yadira Wright is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2018, including a five-year tenure at Charles Schwab Bank, SSB. Prior to joining Schwab, she was employed at 1st National Bank Texas and Randolph-Brooks Federal Credit Union. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and access to alternative investments within an integrated operational structure.
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