AG
AG

Ashley Gillespie

18 Years of Experience
Columbus, OH
Broker

Ashley Gillespie is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 18 years of industry experience. Ashley 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

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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.

Learn about disclosures →
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Nationwide Investment Services CorporationBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Huntington Financial Advisors
August 2017 - September 2023 · 6 yrs 1 mo
The Huntington Investment CompanyBroker
August 2017 - September 2023 · 6 yrs 1 mo
Nationwide Securities, LLC
July 2013 - August 2017 · 4 yrs 1 mo
Nationwide Securities, LLCBroker
July 2013 - August 2017 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - June 2013 · 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2013 · 8 mos
J.p.morgan Securities INC.
December 2008 - May 2009 · 5 mos
J.P. Morgan Securities INC.Broker
October 2008 - May 2009 · 7 mos
J.P. Morgan Securities INC.Broker
August 2008 - October 2008 · 2 mos
Chase Investment Services CORP.
July 2008 - October 2012 · 4 yrs 3 mos
Chase Investment Services CORP.Broker
August 2007 - October 2012 · 5 yrs 2 mos
State Registrations1 state
OH
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.