Jakob Sweeney
Jakob Sweeney is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 15 years of industry experience. Jakob 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Financial
July 2019Other Business Activities
Jakob is a landlord for an Airbnb property since February 2024. He dedicates minimal time to this activity, and it is not investment-related.
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLCBroker
Nexcore Capital, INC.Broker
State Registrations2 states
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.