Jacob Richter

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

• 09/2016 → 12/2017
  Bluegrass Capital Advisors
  Louisville, KY
• 03/2016 → 03/2018
  Moneylife Partners, Inc.
  Louisville, KY
• 03/2018 → 01/2019
  Jefferson National Securities Corporation
  Louisville, KY
• 01/2019 → 06/2022
  Nationwide Investment Services Corporation
  Louisville, KY
• 06/2022 → 04/2023
  Jackson National Life Distributors Llc
  Franklin, TN
• 04/2023 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2019-01-24 → 2022-06-23
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2018-01-01 → 2018-03-27
  Moneylife Partners, Inc.
  Louisville, KY
• 2016-09-12 → 2017-12-31
  Bluegrass Capital Advisors, Llc
  Louisville, KY

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-16
• S65 Uniform Investment Adviser Law Examination
  2016-09-12

Other Names

• Jacob A Richter
• Jacob Alexander Richter