JA
ChFC
JA
ChFC

Joshua Arnold

20 Years of Experience
Columbus, OH
Broker

Joshua Arnold is a ChFC-designated registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 20 years of industry experience. Joshua 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 →
Other Business Activities

Joshua is a board member for MentorKids Kentucky and the Jr Cardinal Rugby Academy, dedicating a few hours per week and about half his time, respectively. He also owns Blu Moose, spending about 10-20% of his time on it.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
April 2015 - Present · 11 yrs 1 mo
Nationwide Investment Services CorporationBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Ing Investment Advisors, LLC
December 2010 - June 2013 · 2 yrs 6 mos
Ing Investment Advisors, LLCBroker
December 2010 - June 2013 · 2 yrs 6 mos
Metlife Securities INC.Broker
November 2009 - December 2010 · 1 yr 1 mo
Chase Investment Services CORP.
August 2008 - October 2009 · 1 yr 2 mos
Chase Investment Services CORP.Broker
September 2005 - October 2009 · 4 yrs 1 mo
State Registrations2 states
KYOH
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.
Joshua Arnold - Financial Advisor | TrueAdvisor