On Point Wealth Management
Growing and preserving wealth through tax savings and efficient transfer of wealth. On Point Wealth Management 29 SR 60 West Lake Wales, FL 33853 863-456-4768 James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc, a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc, Member FINRA/SIPC, 1201 N. Orange St, Suite 729, Wilmington, DE 19801.
7-day free trial · no credit card
Verified contacts
1
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 1 verified contacts at On Point Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
1 contacts with verified email or phone · masked until revealed.
Showing 1 of 1 verified contacts
Top roles at On Point Wealth Management
1 distinct titles indexed · top 1 shown.
- 1owner president
Sign up to unlock all 1 contacts at On Point Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 1 verified contacts at On Point Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.