JP
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Jennifer Page

19 Years of Experience
Columbus, OH
Broker

Jennifer Page is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 19 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
January 2019 - Present · 7 yrs 4 mos
Nationwide Investment Advisors, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
USAA Investment Management Company
November 2018 - January 2019 · 2 mos
USAA Financial Advisors, INC.Broker
August 2018 - January 2019 · 5 mos
Sagepoint Financial, INC.Broker
June 2018 - June 2018 · 0 mos
Ameriprise Financial Services, INC.Broker
February 2018 - May 2018 · 3 mos
J.P. Morgan Securities LLCBroker
June 2016 - October 2017 · 1 yr 4 mos
Banc of America Investment Services, INC.
May 2007 - March 2008 · 10 mos
Banc of America Investment Services, INC.Broker
May 2007 - March 2008 · 10 mos
Citigroup Global Markets INC.
March 2004 - May 2005 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2004 - May 2005 · 1 yr 2 mos
Edward JonesBroker
September 2003 - March 2004 · 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2002 - July 2003 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - July 2003 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - September 2000 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
October 1993 - April 1996 · 2 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jennifer Page - Financial Advisor | TrueAdvisor