Private Equity/Venture Capital Consultant

James M. Nelson

As a Certified Financial Planner™ at Tax Alpha Companies, Jimmy Nelson is responsible for wealth management and tax mitigation advisory services for high-net-worth individuals and family businesses, providing Tax Alpha Title clients with the full benefit of the insight and expertise he has refined over several decades in the industry.

Jimmy joined the Tax Alpha Companies team in 2023, the latest step in an impressive 35+ year career in the wealth management and advisory industry. He is a proven and highly respected advisor with demonstrated expertise in sophisticated tax mitigation strategies, and has served on boards and leadership positions with several professional groups—as well as a number of community and charitable organizations.

Jimmy is a U.S. Navy Veteran, serving from 1983-1987 and achieving the rating of Gunner’s Mate (Mounts) Petty Officer 2nd Class (GMM2). A fifth-generation Floridian, Jimmy is passionate about his work but unfailingly dedicated to his top priorities: his wife and daughters, their families and his grandchildren. An avid sportsman, Jimmy’s primary hobby is training and hunting with his prize-winning German Short Hair Pointers.