Jeanna Clark
Investment adviser representative at Nationwide Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Nationwide Investment Advisors, LLCAug 2026 to now
- Nationwide Investment Services CorporationAug 2026 to now
- Legato Insurance Group, Inc. dba Legato Financial Group, Inc.Jun 2024 to Aug 2026
- Lfg Wealth Partners, LLCJun 2024 to Aug 2026
- Northwestern Mutual Investment Services LLCNov 2020 to May 2024
- Robert W. Baird & Co. IncorporatedOct 2019 to Nov 2020
- J.J.B. Hilliard W.L. LyonsJan 2015 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5336411
- Firm CRD
- 142373