Jeffrey W. Jamieson
Professional summary
Jeffrey William Jamieson, AIF®, who also goes by Jeff Jamieson, is a registered financial advisor currently at NATIONWIDE INVESTMENT ADVISORS, LLC located in Columbus, Ohio and NATIONWIDE INVESTMENT SERVICES CORPORATION located in Columbus, Ohio.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Jamieson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2020 - Present
NATIONWIDE INVESTMENT ADVISORS, LLC
Office #1: One Nationwide Plaza 03-07-202, Columbus, OH 43215November 4, 2019 - Present
NATIONWIDE INVESTMENT SERVICES CORPORATION
Office #1: One Nationwide Plaza, Columbus, OH 43215August 27, 2019 - October 21, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
January 2, 2019 - August 19, 2019
FIRST HORIZON ADVISORS, INC.
August 29, 2014 - October 5, 2018
MML DISTRIBUTORS, LLC
April 22, 2005 - July 18, 2005
CARTY, HARDING & HEARN, INC.
March 30, 2005 - April 22, 2005
WADDELL & REED
March 8, 2005 - April 22, 2005
WADDELL & REED
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.
Visual representation of state registrations
(1/7/2020)
(11/4/2019)
Exams
Series 7TO
Date: 4/1/2019
General Securities Representative ExaminationFINRA
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
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Company Information
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373Columbus, OH 43215TRUST BUT VERIFY
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