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Jessica Michelle Rosen

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 5143942

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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 2019-11-25
  • OH RA
    APPROVED
    Since 2019-11-25

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
Questar Capital Coproration Minneapolis MN 09/2018 02/2019
Questar Capital Naples FL 11/2017 09/2018
Ameriplan Financial Naples FL 05/2009 12/2017
Voya Financial Advisors, Inc. Naples FL 02/2019 09/2019
Nationwide Investment Services Corp Columbus OH 10/2019 Present
  • 09/2018 → 02/2019
    Questar Capital Coproration
    Minneapolis, MN
  • 11/2017 → 09/2018
    Questar Capital
    Naples, FL
  • 05/2009 → 12/2017
    Ameriplan Financial
    Naples, FL
  • 02/2019 → 09/2019
    Voya Financial Advisors, Inc.
    Naples, FL
  • 10/2019 → Present
    Nationwide Investment Services Corp
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-21
  • S65 Uniform Investment Adviser Law Examination
    2019-11-21

View on SEC IAPD

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