About Element Wealth, LLC
<p>Choice between 3(21) co-fiduciary advice and 3(38) discretion is a key feature of Element Wealth, LLC’s retirement plan work. Based in Ridgeland in the greater Jackson metro, the firm works with plan sponsors across Mississippi and nearby states that want fiduciary help while keeping clarity on who makes each decision.</p> <p>Element Wealth provides <a href="/plan-advisors">plan advisor</a> services under both ERISA 3(21) and 3(38) roles. In a 3(21) setup, the team makes investment recommendations and the sponsor approves changes. In a 3(38) role, Element Wealth acts as the investment manager with discretion over the investment lineup and ongoing monitoring, supported by ERISA-focused reporting and documentation.</p> <p>The firm reported $0.6B in AUM (2026). The team includes President Jeremy Nelson, Investment Advisor Representative Lance Heisler (CPFA), and Investment Advisor Representative Jimmy Bailey. What differentiates Element Wealth is the ability to match fiduciary responsibility to the sponsor’s preference, from shared oversight to full discretion.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>3(38) discretionary investment management and oversight</li> <li>Investment policy guidance and lineup monitoring</li> <li>Support for plan sponsors across the Jackson metro and Mississippi</li> </ul>
Website: https://myelementwealth.com
Office Locations
- Ridgeland, MS (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $641.9M