About Us

Jason Nelson, JD, CFP

jason@globalfinre.com
513.469.2295
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I am a comprehensive financial advisor focusing on the accumulation, preservation, and distribution of wealth.  I began my training at Allegheny College in Meadville, Pennsylvania where I graduated in Economics.  I then received my law degree from the West Virginia University School of Law.  Throughout my career, I have worked with many financial services institutions including banks, trust departments, insurance companies, brokerage firms and law firms.

As founder and president of Global Financial Resources, LLC, I combine my training to provide solutions on a global scale to meet client’s needs.  These solutions range from customizing investment strategies for individual investors to structuring retirement plans for businesses.  While the services provided depend strictly on the needs of the client, I am often able to find better, more efficient ways to achieve a client’s goals by taking a global approach.  Once the client’s goals are established, I use my resources as an independent advisor to help meet those goals.

My law practice is dedicated to estate planning and the efficient transfer of wealth to future generations.  I am a member of the Ohio State Bar Association (OSBA), Kentucky Bar Association (KBA), and the American Bar Association (ABA).  In addition, I serve on the ABA’s Section of Real Property, Probate and Trust Law as well as the Planned Giving Council for the Greater Cincinnati chapter of the American Cancer Society.

I am also a CERTIFIED FINANCIAL PLANNER™.  I hold a securities license as well as a license to provide life and health insurance.  I am a registered representative of Coordinated Capital Securities, Inc., who is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

Recent Continuing Education Courses:

  • Ohio Asset Protection and Legacy Trust Institute
  • Taxes Affecting a Decedent’s Estate
  • Estate Planning Conference on Wealth Transfer
  • Long Term Care & Partnership Program
  • Federal Estate & Gift Tax Update
  • Life Insurance Policy Comparison & Underwriting