Steven A. Jesenko
Professional summary
Steven Anthony Jesenko is a registered financial advisor currently at NATIONWIDE INVESTMENT ADVISORS, LLC located in Columbus, Ohio and NATIONWIDE INVESTMENT SERVICES CORPORATION located in Columbus, Ohio.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Steven has worked at 4 firms and has passed the Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Anthony Jesenko's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2016 - Present
NATIONWIDE INVESTMENT ADVISORS, LLC
Office #1: One Nationwide Plaza 03-07-202, Columbus, OH 43215February 12, 2010 - Present
NATIONWIDE INVESTMENT SERVICES CORPORATION
Office #1: One Nationwide Plaza, Columbus, OH 43215June 21, 2013 - March 21, 2016
NATIONWIDE SECURITIES, LLC
September 8, 2009 - February 1, 2010
ONEAMERICA SECURITIES, INC.
December 5, 2006 - September 12, 2008
NATIONWIDE INVESTMENT ADVISORS, LLC
March 6, 2006 - December 5, 2006
NATIONWIDE INVESTMENT SERVICES CORPORATION
December 5, 2000 - September 15, 2008
NATIONWIDE INVESTMENT SERVICES CORPORATION
August 31, 1999 - December 31, 2000
NATIONWIDE SECURITIES, LLC
Primary Firm SEC Registration
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373 / SEC#: 801-52664
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2016)
Exams
FINRA
Current Firm
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373 / SEC#: 801-52664
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 270,365 |
| AUM (Assets Under Management) | $ 15,686,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 01/26/2024 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
