Nathaniel Alan Wollenberg

Current Employers

Employment History

• 01/2009 → 07/2021
  Jones Cochenour & Co.
  Lancaster, OH
• 03/2014 → 07/2021
  Jcc Insurance Services, Llc
  Lancaster, OH
• 09/2014 → 06/2021
  Voya Financial Advisors
  Lancaster, OH
• 06/2021 → 07/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2021 → Present
  Ameriprise Financial Services Llc
  Lancaster, OH

Previous Registrations

• 2021-06-09 → 2021-07-30
  Cetera Wealth Services, Llc
  Beverly, MA
  Hilliard, OH
  Lancaster, OH
• 2012-05-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Grafton, MA
  Lancaster, OH
  Hilliard, OH

Other Businesses

Independent Insurance Brokering; American General; 05/02/2016; / Banner Life Insurance Company; 09/09/2013; Term Life / John Hancock USA; 09/08/2013; / Principal National Life Insurance Company; 05/24/2016; / ReliaStar Life Insurance Company; 02/08/2013; / Security Life of Denver; 04/18/2013; / Transamerica Life Insurance Company; 03/13/2013; . Business Ownership; JC Wealth Management Group; Day to day duties associated with being a financial advisor.; Financial advisors; 125 W. Mulberry Street, , Lancaster, OH, 43130; Investment-Related; 01/01/2010; 60 hours per month; 60 during trading hours / JC & Company; Management of accounting firm.; Tax Preparation; 125 W. Mulberry Street, , Lancaster, OH, 43130; Not Investment-Related; 02/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Run Your Mouth, LLC; Owner; Manage Ameriprise Business; 125 W. Mulberry Street, , Lancaster, OH, 43130; Investment-Related; 01/31/2026; 60 hours per month; 60 during trading hours. Outside Employment; JC Wealth Management Group; Partner - Day to day duties associated with being a financial advisor.; ; 125 W. Mulberrry St, , Lancaster, OH, 43130; Investment-Related; 02/01/2020; 60 hours per month; 60 during trading hours / JC & Company; Co-owner; Partner of a CPA Firm (4.19% ownership) receiving W-2 income. Further details available on previously approved OBA for JC & Company as business owner, last attestation 2/16/2025.; 125 W. Mulberry Street, , Lancaster, OH, 43130; Not Investment-Related; 02/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Run Your Mouth, LLC; Co-owner; Manage advisory business; 125 W. Mulberry Street, , Lancaster, OH, 43130; Investment-Related; 01/31/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-19

Other Names

• Nathanial Alan Wallenbourg
• Nathan Alan Wollenberg
• Nathanial Alan Wollenberg
• Nate Alan Wollenberg
• Nathanial Alan Wollenberg
• Nathaniel Alan Wollenberg
• Nathaniel A Wollenberg