Planmember Securities
40yrs
Top advisor by experience in Grover Beach
New
Dylan Nelson
Financial advisor at Edward Jones
Dylan Nelson is a fiduciary financial advisor in Grover Beach, California, registered since Jul 2026. Dylan joined Edward Jones in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 8 advisors with offices in Grover Beach, and one of 7 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office170 W Grand Ave Suite 103, Grover Beach, CA 93433
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowEdward JonesCurrent firm
Contact Dylan
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Dylan. 170 W Grand Ave Suite 103Grover Beach, CA 93433Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Edward Jones at (314) 515-2000 and ask for Dylan Nelson. Dylan works from the Grover Beach, CA office.
How long has Dylan been a financial advisor?
Dylan is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dylan 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.
Other advisors nearby
Commonwealth Financial Network
27yrs
Top 23% by experience nationwide
Osaic Wealth
26yrs
Top 25% by experience nationwide
Osaic Wealth
19yrs
More experience than 59% of advisors nationwide
LPL Financial
7yrs
7 years in the industry
Edward Jones
6yrs
6 years in the industry