Jakob Ryan Sweeney

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

• 09/2010 → 12/2018
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 10/2019
  California Business Machines
  Fresno, CA
• 01/2019 → Present
  Ccis Insurance Group
  Fresno, CA
• 05/2019 → 06/2023
  Lpl Financial, Llc
  Fresno, CA
• 04/2022 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 04/2022 → 06/2023
  Bank Of America, N.A.
  Fresno, CA
• 06/2023 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2022-06-06 → 2023-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 2022-01-28 → 2022-04-14
  Lpl Financial Llc
  Clovis, CA
  Fresno, CA
  Fresno, CA

Other Businesses

--Position: Landlord Company/Employer: Airbnb Location: 514 E Michighan Ave, Fresno CA 93704 Start Date: 02/01/2024 Hours Devoted Monthly: 2 Hours During Trading Hours: 0 Investment Related: No --Position: Owner Company/Employer: Jakob Sweeney – Self-Employed Consultant Location: Fresno, CA Start Date: 09/01/2026 Hours Devoted Monthly: 4 Hours During Trading Hours: 0 Investment Related: No

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-20
• S63 Uniform Securities Agent State Law Examination
  2008-09-08

Other Names

• Jake Ryan Sweeney