Jeffrey Paul Szak

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

• 06/2016 → 04/2019
  Great West Financial Services Equities, Inc
  Denver, CO
• 04/2019 → 08/2019
  Unemployed
  Orlando, FL
• 09/2019 → 02/2021
  Talon Wealth Management
  Longwood, FL
• 10/2019 → 02/2021
  Retirement Wealth Advisors, Inc.
  Longwood, FL
• 02/2015 → 02/2021
  Jeffrey Szak Rental Property
  St. Pete Beach, FL
• 12/2020 → 02/2021
  Talon Private Wealth, Llc
  The Villages, FL
• 03/2021 → 10/2021
  Ameriprise Financial Services, Llc
  The Villages, FL
• 06/2023 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 10/2021 → 06/2023
  Unemployed
  Orlando, FL

Previous Registrations

• 2021-05-06 → 2021-10-08
  Ameriprise Financial Services, Llc
  The Villages, FL
• 2019-10-17 → 2021-03-01
  Brookstone Wealth Advisors, Llc
  Orlando, FL
  Jacksonville, FL
  St. Augustine, FL
  Longwood, FL
• 2020-12-11 → 2021-02-11
  Talon Llc
  San Juan, PR

Other Businesses

Real Estate Ownership; Single Family; St Pete Beach, FL 33706; Not Investment Related; Apr 2021.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-16
• S63 Uniform Securities Agent State Law Examination
  1994-11-30

Other Names

• Jeffrey Paul Szaksztylo
• Jeffrey Paul Szak
• Jeffrey P Szak