SJ
ChFC
SJ
ChFC

Steven Jesenko

26 Years of Experience
Columbus, OH
Broker

Steven Jesenko is a ChFC-designated registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 26 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251,223 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
396 advisors
Number of Clients
251,223 clients
Average Client Portfolio
$67K average
Assets Under Management
$16.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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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.

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Employment History
Current Registrations
Nationwide Investment Advisors, LLC
March 2016 - Present · 10 yrs 7 mos
Nationwide Investment Services CorporationBroker
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
Nationwide Securities, LLC
June 2013 - March 2016 · 2 yrs 9 mos
Oneamerica Securities, INC.Broker
September 2009 - February 2010 · 5 mos
Nationwide Investment Advisors, LLC
December 2006 - September 2008 · 1 yr 9 mos
Nationwide Investment Services Corporation
March 2006 - December 2006 · 9 mos
Nationwide Investment Services CorporationBroker
December 2000 - September 2008 · 7 yrs 9 mos
Nationwide Advisory Services, INC.Broker
August 1999 - December 2000 · 1 yr 4 mos
State Registrations1 state
OH
Advisor

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.
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