Last Updated: January 2026 (Cincinnati, Ohio)
Jason Nelson Investigation Summary
Here’s what you need to know about Cincinnati, Ohio, stockbroker Jason Nelson:
- Name: Mr. Jason Matthew Nelson
- Current Employer: LPL Financial
- DBA: J. Nelson Financial Group
- Previous Firms: Coordinated Capital Securities
- Function: Stock Broker/ Financial Advisor
- Aliases: Jason Nelson
- Primary Location: Cincinnati, Ohio
- CRD 3069330
- Can Jason Nelson be sued in FINRA arbitration: Yes
- Sanctioned by FINRA: No
- Pending Customer Complaint Seeks Damages of $900,000
Discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Jason Nelson As Your Stockbroker?
In 4/2024 a customer of Coordinated Capital Securities filed a FINRA arbitration alleging that Jason Nelson should not have effected transfers and sales of assets authorized pursuant to a power of attorney granted by customer between September 2022 and 2023. The case was settled in 8/2025 for $275,000, with $183,425 being paid by Nelson individually.
Allegations of Broker Misconduct Against Jason Nelson
A customer of Jason Nelson has alleged the following wrongdoing in connection with the handling of customer accounts:
- Should not have effected transfers and sales pursuant to a power of attorney
The Financial Industry Regulatory Authority (FINRA) is the agency that licenses and regulates stockbrokers and brokerage firms. FINRA requires brokers and brokerage firms to report customer complaints and disputes as well as regulatory sanctions. In addition brokers are required to disclose certain financial matters such as personal bankruptcies, judgments and liens.
Recover Your Investment Losses Now With Rex Securities Law
[LEARN MORE]: Investigation of LPL Financial and LPL Brokers-Lawsuits, Arbitrations & Customer Disputes
If you have suffered investment losses in an account handled by Jason Nelson, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
Firms We Have Pursued On Behalf of Our Clients
With offices in Boca Raton, FL and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors and broker dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.