Jordan Nelson

ABOUT

Jordan Nelson joined BSM in 2021 and is located in Phoenix, Ariz.

Prior to joining BSM, he worked for corporate health care companies, including a musculoskeletal practice, a national ASC owner/operator, and a start-up dental organization.

Mr. Nelson has also worked as an investment banker advising clients on a variety of transactions, including mergers and acquisitions and capital raising.

AREAS OF
EXPERTISE

In his current role, Mr. Nelson manages ongoing transaction services and engagements. His areas of expertise include:

• Mergers and acquisitions
• Debt and equity capital raising
• Enterprise valuation
• Strategic partnerships
• Joint ventures

PROFESSIONAL
ACCOMPLISHMENTS

As of 2021, Mr. Nelson has participated in more than 75 transactions worth a combined value of approximately $15 billion.

CREDENTIALS &
CERTIFICATIONS

• Licensed FINRA Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law)

• Registered representative of Finalis Securities LLC Member FINRA/SIPC
  * Securities offered through Finalis Securities LLC Member FINRA/SIPC. BSM Consulting and Finalis Securities LLC are separate, unaffiliated entities

EDUCATION

Bachelor of Science in Business Management, with an emphasis in Financial Services, Brigham Young University, Provo, Utah

DID YOU KNOW?

Jordan and his wife Natalie are the proud parents of eight amazing kids (three boys and five girls).