Victor Luis Perez
Investment adviser representative at Nationwide Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$16.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Nationwide Investment Advisors, LLCAug 2022 to now
- Nationwide Investment Services CorporationAug 2022 to now
- Icma-rc Services, LLCJul 2019 to Jul 2022
- J.P. Morgan Securities, LLCMay 2018 to Jun 2019
- JPMorgan Chase Bank, N.A.May 2018 to Jun 2019
- UnemployedFeb 2018 to Apr 2018
- Platinum Wealth Solutions, LLCJun 2014 to Jan 2018
- Signator Investors, IncJun 2014 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nationwide Investment Advisors, LLC
$16.7BAssets managed
251,223Clients
394Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5283809
- Firm CRD
- 142373