Jerel Gadberry

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

• 12/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Hephzbah, GA
• 07/2012 → 03/2022
  Wells Fargo Bank Na
  Hephzibah, GA
• 03/2022 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → 09/2023
  Osaic Wealth, Inc.
  Jersey City, NJ
• 10/2023 → 10/2023
  Unemployed
  Hephzibah, GA
• 11/2023 → 08/2024
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 11/2023 → 08/2024
  Thrivent Financial
  Appleton, WI
• 08/2024 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2023-11-13 → 2024-08-09
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 2023-09-01 → 2023-09-29
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2022-03-18 → 2023-09-01
  Osaic Services, Inc.
  Hephzibah, GA
  Scottsdale, AZ
• 2021-06-08 → 2022-03-18
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Hephzibah, GA
  Augusta, GA
  Evans, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-07
• S63 Uniform Securities Agent State Law Examination
  2017-02-17