Jacob Barrera

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

• 10/2017 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 10/2016 → 10/2017
  Bank Of America
  Jacksonville, FL
• 10/2015 → 09/2016
  Citi Bank
  Jacksonville, FL
• 01/2018 → 10/2021
  Bank Of America, N.A.
  Jacksonville, FL
• 11/2021 → 11/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 11/2021 → 11/2023
  Advised Assets Groups, Llc
  Greenwood Village, CO
• 03/2024 → 03/2026
  Voya Financial Advisors
  Windsor, CT
• 11/2023 → 03/2024
  Unemployed
  Green Cove Springs, FL
• 03/2026 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2024-05-14 → 2026-03-20
  Voya Financial Advisors, Inc.
  Windsor, CT
  Tallahassee, FL
  Tampa, FL
  Green Cove Springs, FL
  Tallahassee, FL
• 2022-01-18 → 2023-10-11
  Empower Advisory Group, Llc
  Jacksonville, FL
  Greenwood Village, CO
• 2018-03-16 → 2021-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

--Position: Owner Company/Employer: Rental Property Location: 1226 Dumpling Ct., Green Cove Springs, FL 32043 Start Date: 04/01/2026 Hours Devoted Monthly: 20 Hours During Trading Hours: 0 Investment Related: No

Exams

• S66 Uniform Combined State Law Examination
  2018-03-14

Other Names

• Jacob Barrera
• Jacob C Barrera
• Jake Barrera