JC
JC

Johnny Chang

16 Years of Experience
Columbus, OH
Broker

Johnny Chang is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 16 years of industry experience. Johnny 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.

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Other Business Activities

Johnny is self-employed as a pet caretaker in Sacramento, CA since 2021. This requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
December 2015 - Present · 10 yrs 9 mos
Nationwide Investment Services CorporationBroker
December 2015 - Present · 10 yrs 9 mos
Previous Registrations
Aon Hewitt Financial Advisors, LLC
April 2013 - May 2016 · 3 yrs 1 mo
Hewitt Financial Services LLCBroker
November 2012 - May 2016 · 3 yrs 6 mos
TD Ameritrade, INC.
October 2008 - May 2011 · 2 yrs 7 mos
Amerivest Investment Management, LLC
October 2008 - May 2011 · 2 yrs 7 mos
TD Ameritrade, INC.Broker
October 2008 - May 2011 · 2 yrs 7 mos
Princor Financial Services Corporation
July 2008 - August 2008 · 1 mo
Princor Financial Services CorporationBroker
June 2008 - August 2008 · 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
Johnny Chang - Financial Advisor | TrueAdvisor