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Paul Alan Yossem

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 3147849

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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 2013-06-11
  • OH RA
    APPROVED
    Since 2013-06-11

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 Corporation Columbus OH 11/2007 Present
  • 11/2007 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
Other Businesses

--Position: Board Member at Large Company/Employer: Western Pension and Benefits Council Location: Garden Grove, CA Start Date: 01/01/2024 Hours Devoted Monthly: 3 Hours During Trading Hours: 3 Investment Related: No --Position: Board Member at Large Company/Employer: Western Pension & Benefits Council - Orange County Location: San Diego, CA Start Date: 04/01/2024 Hours Devoted Monthly: 3 Hours During Trading Hours: 3 Investment Related: No --Position: Board President Company/Employer: Scripps Ranch High School Location: San Diego, CA Start Date: 02/15/2025 Hours Devoted Monthly: 10 Hours During Trading Hours: 0 Investment Related: No

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-10
S63 Uniform Securities Agent State Law Examination 2008-02-25
  • S65 Uniform Investment Adviser Law Examination
    2013-06-10
  • S63 Uniform Securities Agent State Law Examination
    2008-02-25

View on SEC IAPD

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