Felipe Angel Mora
Investment adviser representative at Nationwide Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$16.7BFirm assets
30 yearsFirm in business
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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
13 years in the industry.
- Nationwide Investment Advisors, LLCFeb 2023 to now
- NsllcJan 2019 to now
- Jefferson National Financial CorpJun 2018 to now
- Jefferson National Securities CorporationJun 2018 to now
- Jefferson NationalJan 2017 to Jun 2018
- Equian-troverMar 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
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
- 6988003
- Firm CRD
- 142373