Jonathan David Michaels

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 03/2020
  Nationwide Investment Services Corporation
  Columbus, OH
• 11/2021 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 08/2010 → 03/2020
  Nationwide Mutual Insurance
  Columbus, OH
• 03/2020 → 11/2021
  Unemployed
  Worthington, OH

Previous Registrations

• 2006-12-05 → 2009-04-08
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2005-09-12 → 2006-12-05
  Nationwide Investment Services Corporation
  Grandview Heights, OH
  Dublin, OH
• 2003-10-30 → 2004-03-15
  Morgan Stanley Dw Inc.
  Dublin, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-14
• S63 Uniform Securities Agent State Law Examination
  2019-03-08
• S66 Uniform Combined State Law Examination
  2003-09-18

Other Names

• Jonathan D Michaels