James Michael Beck

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

• 05/2016 → Present
  Nationwide Investment Services Corporation
  Chicago, IL

Previous Registrations

• 2006-10-17 → 2008-03-04
  Summit Investment Management, Ltd.
  Elkhorn, WI
  Greenfield, WI

Other Businesses

--Position: Co-Owner Company/Employer: 2614 Partners LLC Location: 2614 Patriot Blvd, STE B, Glenview, IL 60026 Start Date: 03/01/2007 Hours Devoted Monthly: 1 Hours During Trading Hours: 0 Investment Related: No --Position: Bookkeeper Company/Employer: Oral Surgery of the Glen Location: Glenview, IL Start Date: 07/01/2007 Hours Devoted Monthly: 4 Hours During Trading Hours: 0 Investment Related: No --Position: Board Member Company/Employer: Forest Preserve Foundation, Inc. Location: Naples, FL Start Date: 02/01/2019 Hours Devoted Monthly: 4 Hours During Trading Hours: 0 Investment Related: No --Position: Owner Company/Employer: Antigua Way Partners, LLC Location: Naples, FL Start Date: 09/15/2020 Hours Devoted Monthly: 1 Hours During Trading Hours: 0 Investment Related: No

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-29
• S65 Uniform Investment Adviser Law Examination
  2016-09-14