Zimmerman Wealth Management
43yrs
Top advisor by experience in Evanston
22yrs
Ted Nelson
Financial advisor at J.P. Morgan Securities
Ted Nelson has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Evanston, Illinois. Ted joined J.P. Morgan Securities in 2016, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 103 advisors with offices in Evanston, and one of 97 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience at J.P. Morgan Securities
Office1900 Central Street, Evanston, IL 60201
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Ted
(800) 999-2000Firm headquarters in New York, NY. Ask for Ted. 1900 Central StreetEvanston, IL 60201Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Ted
Tailored to Ted’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ted
How do I contact Ted?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ted Nelson. Ted works from the Evanston, IL office.
How long has Ted been a financial advisor?
Ted has been in the industry since 2004, about 22 years. Top 15% by experience at J.P. Morgan Securities.
What licenses does Ted hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ted a fiduciary?
Ted is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ted paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ted for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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