Jeffrey Waldeck 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.
Learn about disclosures →Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
October 2019 - Present · 6 yrs 7 mos
Nationwide Investment Advisors, LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2012 - September 2019 · 7 yrs 8 mos
Charles Schwab & CO., INC.
February 2003 - December 2011 · 8 yrs 10 mos
Charles Schwab & CO., INC.Broker
November 1997 - September 2019 · 21 yrs 10 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.