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Jeffrey Seikel

9 Years of Experience
Columbus, OH
Broker

Jeffrey Seikel is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 9 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 108 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
108 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K - $400K0.75%
$400K - $500K0.70%
$500K+0.65%

Schedule reflects the higher Signature Managed Account program rates. Select Managed Account program rates are lower, ranging from 0.55% down to 0.35%. ProAccount program rates range from 0.65% down to 0.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Nationwide Plaza, 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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Employment History
Current Registrations
Nationwide Securities, LLC
April 2022 - Present · 4 yrs 6 mos
Nationwide Securities, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2016 - March 2022 · 5 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2016 - March 2022 · 5 yrs 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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