JW
JW

Jeremy Williams

18 Years of Experience
Columbus, OH
1 DisclosureBroker

Jeremy Williams is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 18 years of industry experience. Jeremy 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 (1)
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Financial
May 2025
Pending
Other Business Activities

Jeremy is a trustee for Eagles in Corning, OH, dedicating a few hours per week. He also owns Team JWILL Properties, LLC, a rental property business, spending about a quarter of his time on it.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
March 2016 - Present · 10 yrs 2 mos
Nationwide Investment Services CorporationBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Nationwide Securities, LLC
January 2009 - March 2016 · 7 yrs 2 mos
Nationwide Securities, LLCBroker
August 2008 - December 2010 · 2 yrs 4 mos
1717 Capital Management CompanyBroker
May 2008 - August 2008 · 3 mos
John Hancock Distributors LLCBroker
October 2007 - March 2008 · 5 mos
State Registrations2 states
INOH
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.