Felipe Angel Mora

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

• 03/2013 → 01/2017
  Equian-Trover
  Louisville, KY
• 01/2017 → 06/2018
  Jefferson National
  Louisville, KY
• 06/2018 → Present
  Jefferson National Financial Corp
  Louisville, KY
• 06/2018 → Present
  Jefferson National Securities Corporation
  Louisville, KY
• 01/2019 → Present
  Nsllc
  Columbus, OH

Previous Registrations

• 2019-01-31 → 2023-01-09
  Nationwide Securities, Llc
  Crestwood, KY
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-09
• S63 Uniform Securities Agent State Law Examination
  2018-09-11

Other Names

• Felipe Angel Mora
• Felipe Mora