About

J. Nelson Financial Group, LLC.

Jason, Eddie, Ryan, Sarah, and Cory

Jason Nelson, JD, CFPtm

jason@jnelsonfinancialgroup.com

 513.469.2295

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 J. Nelson Financial Group, LLC, formerly 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

Our mission is to provide clients with the capabilities and resources needed to help meet their financial goals across generations.

We apply our comprehensive financial and legal resources to design and implement customized wealth management strategies. We strive to help our clients lead the life they want today, and leave the legacy important to them for tomorrow.

We conduct business with the highest ethical standards – acting with honesty, integrity and professionalism in all aspects of our relationships

Edward McDannold   

edward@jnelsonfinancialgroup.com

513.469.2295

I am a Financial Advisor focusing on serving clients with Financial Planning and Investment Management strategies. I studied Economics at the University of Kentucky and began my career with PNC Bank and, most recently, Morgan Stanley Wealth Management prior to joining J. Nelson Financial Group, LLC, formerly Global Financial Resources, LLC.

I actively seek to break the mold on traditional financial advising.  I have developed a practice servicing individuals across all socio-economic statuses.  The client's best interest is at the core of all decision making from start to finish. I collaborate with clients to reduce costs associated with Investing and streamline the process to make it easy to understand.

I understand the unique challenges most of us are facing as we move through our lives.  It is important to be able to balance both work and life and know we are being well taken care of on the other side regardless of the situation.  I currently reside in Independence, KY, with my wife, Landis, and our two children, Callie and David.

Ryan Harmeyer

ryan@jnelsonfinancialgroup.com

513.469.2295

I am an Investment Analyst focused on research that assists the advisors of J Nelson Financial Group implement asset allocations that meet investment objectives and risk tolerances for clients. I also help in the onboarding process, build and update Envision plans, and service accounts.

I studied Finance at Xavier University in Cincinnati. I began my career in corporate finance in the Cincinnati area and have prior experience working in the Wealth & Asset Management division for Fifth Third Bank.

Outside of work, I enjoy spending time with friends and family, playing golf, bike riding, and cheering for Cincinnati sports teams. 

Sarah Onega

sarah@jnelsonfinancialgroup.com

513.469.2295

I am the Executive Administrative Assistant focused on serving our clients as a relationship liaison.  My passion to serve clients is, but not limited to, providing solutions to client inquiries, streamlining the onboarding process, scheduling meetings, and coordinating client events.

I joined J. Nelson Financial Group, LLC upon graduating from Ohio University where I studied, both, Finance and Marketing.  While at University, I held many leadership positions on campus including Vice President of Finance and Director of Interfraternal Activities with Delta Gamma Sorority. 

In my free time, I enjoy spending time with friends and family, eating at local restaurants, and shopping.

Cory Danner

cory@jnelsonfinancialgroup.com

513.469.2295

I am the Service Director focused on providing the highest quality of service to our clients. I studied at the University of Cincinnati and graduated with a degree in Biopsychology. I reside in Blue Ash, Ohio with my husband, Brian and our three children Baden, Mia, and Hadley.

I spent 20 years of my career as the director of several different departments in the Children's Sports Industry at one of the nation’s largest sports facilities, Kids First Sports Center located in Cincinnati, Ohio.

As the department director, my responsibilities included monitoring the financial health of the department as well as the day-to-day operations. I spent most of my time creating relationships with parents and children ensuring they received the best possible experience and highest quality of service from me and my staff. I have a passion for listening to my client’s needs and finding ways to help them become successful and reach the goals they set out for themselves. This is what I hope to bring to J. Nelson Financial Group as the Service Director.

I have a passion for fitness, finding new local restaurants with my husband Brian, and spending time with my family.