Investment adviser representative · Cfg Retirement
Jacqueline A. Nelson-Lamott
CRD 7225216 · Edina, MN
At a glance
Jacqueline A. Nelson-Lamott is an investment adviser representative with Cfg Retirement in Edina, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacqueline’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Cfg RetirementSince February 2020Edina, MN · $241M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jacqueline’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cfg Retirement
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- Michael StendahlEdina
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