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Joseph N

Series 63, Series 65

Jonesboro, AR

Capital Analysts

Joseph Nelson is a financial advisor with Capital Analysts in Jonesboro, AR, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes prior roles at Lincoln Investment, Ameriprise, and running his own firm, Nelson Financial Solutions. He serves on the board of directors for the St. John Newman Center at Arkansas State University and is a managing partner of a tire recycling business. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm combines discretionary investment management by its in-house team with non-discretionary guidance from advisors and third-party managers, supported by proprietary mutual-fund screening tools and institutional relationships.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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