Carla Marie Jimenez

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

• 02/2013 → Present
  Naitonwide Investment Services Corp
  Columbus, OH

Previous Registrations

• 2014-07-17 → 2016-03-21
  Nationwide Securities, Llc
  Columbus, OH
• 2006-08-15 → 2013-02-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 1999-11-10 → 2006-08-25
  Ubs Financial Services Inc.
  Mt. Pleasant, SC
  Mt Pleasant, SC

Other Businesses

--CMJ PROPERTIES LLC, 111 REXFORD CT, SUMMERVILLE SC 29485, STARTED 4/2004. THE LLC HOLDS RENTAL/INVESTMENT PROPERTY. I MANAGE RENT COLLECTION FOR PROPERTIES. APPROXIMATELY 2-5 HRS DEVOTED PER MONTH, NOT DURING SECURITIES TRADING HOURS. --Position: Secretary Company/Employer: St. Frederick and St. Stephen Service Club Location: Edisto Island, SC Start Date: 01/13/2025 Hours Devoted Monthly: 10 Hours During Trading Hours: 0 Investment Related: No

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-02
• S63 Uniform Securities Agent State Law Examination
  1985-11-01

Other Names

• Carla P Jimenez
• Carla Piatti Kysel
• Carla Marie Piatti