Jeffrey Szak is a registered investment advisor, based in Columbus, OH, with 28 years of industry experience.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
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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.
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Jeffrey owns a single-family real estate property in St. Pete Beach, FL since April 2021. This activity is not investment-related.
Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
July 2023 - Present · 2 yrs 10 mos
Nationwide Investment Services Corporation
July 2023 - Present · 2 yrs 10 mos
Nationwide Investment Advisors, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
June 2021 - October 2021 · 4 mos
Ameriprise Financial Services, LLC
May 2021 - October 2021 · 5 mos
Talon Private Wealth, LLC
December 2020 - February 2021 · 2 mos
Retirement Wealth Advisors, LLC
October 2019 - March 2021 · 1 yr 5 mos
Gwfs Equities, INC.Broker
June 2016 - March 2019 · 2 yrs 9 mos
Jackson National Life Distributors LLCBroker
March 2005 - November 2015 · 10 yrs 8 mos
Directed Services, INC.Broker
February 2003 - March 2005 · 2 yrs 1 mo
Scudder Distributors, INC.Broker
January 1996 - January 2003 · 7 yrs
Chubb Securities CorporationBroker
May 1995 - December 1995 · 7 mos
John Hancock Distributors, INC.Broker
November 1994 - May 1995 · 6 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1994 - May 1995 · 6 mos
State Registrations2 states
FLOH
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.