Holly J Barthelmas

Current Employers

Employment History

• 08/2011 → 03/2019
  Nationwide Investment Services Corporation
  Columbus, OH
• 03/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Columbus, OH
• 03/2019 → Present
  Jp Morgan Securities Llc
  Columbus, OH
• 06/2018 → Present
  Big Dog Run, Llc.
  Lockbourne, OH
• 05/2020 → Present
  Jbar Legacy, Llc.
  Lockbourne, OH

Previous Registrations

• 2016-03-10 → 2019-03-25
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2012-03-02 → 2016-03-21
  Nationwide Securities, Llc
  Columbus, OH
• 2009-03-06 → 2011-08-26
  Chase Investment Services Corp.
  Columbus, OH
• 2007-04-02 → 2009-03-09
  Morgan Stanley & Co. Llc
  Columbus, OH
  New York, NY
  South Jordan, UT
• 2006-09-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  New Albany, OH
  Purchase, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: JBAR LEGACY, LLC. POSITION: OWNER START DATE: 5/23/2020 ADDRESS: 767 LOCKBOURNE, OHIO DETAILS: MANAGEMENT OF FAMILY ASSETS INCLUDING HOME RENTALS OR LEASING FARM LAND. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS DURING TRADING: 0 Entity Name: ROOTED DOG, LLC Investment related: No Address: LOCKBOURNE OH Nature of the other business: INDEPENDENT CONTRACTOR/YOGA INSTRUCTOR Position/Title/Relationship: Owner Start Date: 30-Sep-2014 Approximate # of hours a month: 10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: INDEPENDENT CONTRACTOR/YOGA INSTRUCTOR Entity Name: BIG DOG RUN, LLC Investment related: No Address: LOCKBOURNE OH Nature of the other business: APIARY Position/Title/Relationship: Owner Start Date: 01-Jun-2018 Approximate # of hours a month: 10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: CARE FOR BEEHIVES

Exams

• S66 Uniform Combined State Law Examination
  2006-09-25
• S63 Uniform Securities Agent State Law Examination
  2005-06-29

Other Names

• Holly Hardman
• Holly Jean Barthelmas
• Holly Jean Smith
• Holly J Smith