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Jack E. Nelson, MBA – In memorian December 7, 2015

Prior to his passing in 2015, Jack E. Nelson was the Chairman of Nelson Investment Planning Services, which he founded on May 1, 1984. He was also President of Nelson Ivest Brokerage Service Inc. (NIBS). NIBS is a member of the Security Investment Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).

Mr. Nelson spent over 40 years in the investment business. From 1968 through 1977, he was involved in the development and marketing of limited partnerships, which were registered with the Securities and Exchange Commission in the oil and gas and real estate businesses. From 1977 to 1981, he served as President of the Distributor Division and director of Colonial Management Associates, one of the nation’s largest mutual fund companies. In 1981, he moved to Florida as the Division Vice President of Keystone Massachusetts, Inc., an affiliate of the nation’s oldest corporate trust company and subsidiary of the Traveler’s Insurance Company.

Mr. Nelson was also a Trustee for 61 of the Van Kampen Family of Mutual Funds. Van Kampen Investments is a wholly owned subsidiary of Morgan Stanley. He has served as the President of the Winter Park Rotary Club, Director and President of the Economic Club of Orlando, Director and Secretary of the Maitland South Seminole Chamber of Commerce, and Trustee of the Maitland Art Center.

Mr. Nelson was a financial talk show host for over 25 years on WFLA radio 540AM. The live show, entitled “Dollars and Sense,” is still heard from 9:00 AM to 10:00 AM every Sunday morning and is currently hosted by his son-in-law Joel Garris

Prior to 1968, Mr. Nelson had a number of assignments in Washington D.C. in the Post Office Department and the Lyndon B. Johnson White House. Mr. Nelson is a graduate of Texas A & M University where he received a BS Degree in Electrical Engineering in 1958. He graduated from Harvard Business School in 1960 with a Masters in Business Administration.

Dollars and Sense Radio Show from December 13, 2015 – In Memoriam of Jack Nelson.

Please note that these radio shows are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

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