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Jason Allen Daum

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 2778597

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Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-03-17
  • OH RA
    APPROVED
    Since 2022-03-17

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Corporation Columbus OH 02/2022 Present
Rocket Johns, Inc Oceanside CA 05/2018 01/2021
Unemployed San Diego CA 01/2021 02/2022
Tustin Toyota Tustin CA 06/2017 10/2017
Unemployed San Diego CA 10/2017 05/2018
Hideaways Coffeee Tamairindo 01/2015 04/2017
Unemployed San Clemente CA 04/2017 06/2017
  • 02/2022 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
  • 05/2018 → 01/2021
    Rocket Johns, Inc
    Oceanside, CA
  • 01/2021 → 02/2022
    Unemployed
    San Diego, CA
  • 06/2017 → 10/2017
    Tustin Toyota
    Tustin, CA
  • 10/2017 → 05/2018
    Unemployed
    San Diego, CA
  • 01/2015 → 04/2017
    Hideaways Coffeee
    Tamairindo
  • 04/2017 → 06/2017
    Unemployed
    San Clemente, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-13
S65 Uniform Investment Adviser Law Examination 2021-11-11
S66 Uniform Combined State Law Examination 2007-06-19
  • S63 Uniform Securities Agent State Law Examination
    2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2021-11-11
  • S66 Uniform Combined State Law Examination
    2007-06-19

View on SEC IAPD

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