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Jeff Nelson

Jeffrey Nelson has been promoted to chief investment officer, executive vice president in the Broadway Bank Wealth Management IMG team.

Nelson has more than eleven years of investment experience. Prior to joining Broadway Bank, he worked as a wealth advisor in the banking industry and also spent five years in private practice providing investment management and financial services to clients. Nelson, a retired United States Air Force lieutenant colonel, earned a Bachelor of Science in Aeronautical Science from Embry-Riddle Aeronautical University, a Master of Science in management and human relations from Abilene Christian University, and a Doctor of Philosophy in personal financial planning from Kansas State University. Nelson holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He teaches a course on investments as an adjunct faculty member at The University of Texas at San Antonio and is an active member of CFA Society San Antonio.


About Broadway Bank

Headquartered in San Antonio, Broadway Bank was founded in 1941 by Col. Charles E. Cheever and his wife, Elizabeth Cheever. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full-range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $3 billion in total assets, the highly rated Bank operates 39 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.

Celebrating 75 years of Good



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Contact Information:

Karina Alderete,
Vice President,
Corporate Communications
(210) 665-2925


About Broadway Bank

For nearly 80 years Broadway Bank has been an integral part of South Central Texas, evolving into one of the largest independently owned banks in Texas with more than $4.6 billion in assets. Broadway Bank offers a full-range of financial services, including personal, private, business and mortgage banking, and wealth management and is committed to enhancing the banking experience through leading edge technology. With financial centers across San Antonio, Austin and the Hill Country, Broadway Bank delivers modern banking, locally sourced and personally delivered. Visit Broadway.bank for more information.

Broadway Bank. We're here for good. Equal Housing Lender. Member FDIC