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Jessicia Marie Erfurt

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 7123281

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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:

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-25
  • OH RA
    APPROVED
    Since 2024-11-25

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Inc. Columbus OH 05/2019 Present
Maximus Albany NY 01/2016 02/2019
Matthews Buses Ballston Spa NY 03/2019 05/2019
  • 05/2019 → Present
    Nationwide Investment Services Inc.
    Columbus, OH
  • 01/2016 → 02/2019
    Maximus
    Albany, NY
  • 03/2019 → 05/2019
    Matthews Buses
    Ballston Spa, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-22
S63 Uniform Securities Agent State Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-11-22
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15
Other Names
  • Jessicia Marie Patalino
  • Jessica Erfurt

View on SEC IAPD

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