Nationwide Advisory Services, Inc. (Dublin)

Name: Nationwide Advisory Services, Inc.
Address: 5475 Rings Road Atrium Ii, Dublin, OH, 43017
Telephone: 866-323-2303

Nationwide Advisory Services, Inc. is a large advisory firm based in Dublin. It manages $4.58 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Nationwide Advisory Services provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nationwide Advisory Services: assets under management

The assets under management (AUM) of Nationwide Advisory Services, Inc. is $4.58 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.58 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nationwide Advisory Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nationwide Advisory Services, Inc.

Paul James Hondros has been acting as President since 1 Apr 1999. Jerry Lee Greene joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nationwide Life Insurance Company	Shareholder	1 Dec 1993	75% - 100%	31-4156830
Dimon Richard Mcferson	Chairman ceo	1 Apr 1994	Other	1136156
Robert Alan Oakley	President cfo	1 Apr 1994	Other	2418093
James Francis Jr Laird	Vp genl manager & coo	1 Apr 1995	Other	1513169
Robert J Jr Woodward	Director	1 Sep 1995	Other	2671831
Joseph John Gasper	President & director	1 Apr 1996	Other	1166748
Susan Jeannette Wolken	Director	1 Apr 1998	Other	xxx-xx-xxxx
Paul James Hondros	Director	1 Apr 1999	Other	1069884
James Lawrence Pierson	Compliance officer	1 Apr 2000	Other	363415
William Gerald Jurgensen	C. e. o.	1 Jul 2000	Other	1337730
William Gerald Jurgensen	Chairman & c. e. o.	1 Aug 2000	Other	1337730
Kevin Stephen Crossett	V.p. assoc. general counsel	1 Feb 2001	Other	xxx-xx-xxxx
Gary Lynn Gray	President & director, c.o.o.	1 Apr 2001	Other	1200014
Michael Dennis Ii Policarpo	Chief financial officer	1 May 2001	Other	xxx-xx-xxxx
Albert L Johnson	Chief supervisory officer	1 Nov 2001	Other	2756121
Jerry Lee Greene	Chief financial officer	1 Jan 2002	Other	822229
Peggy Ann Bennett	Compliance director	1 Jan 2002	Other	2672427

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Nationwide Financial Services	Shareholder	1 Dec 1997	75% - 100%	31-1486870

Based in Dublin

The principal office where Nationwide Advisory Services, Inc. performs its advisory services is located at 5475 Rings Road Atrium Ii, Dublin, OH 43017, which is also the mailing address of the firm. An additional office of the firm is in Columbus, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-323-2303 or by fax 614-854-3361. The normal business hours are 8:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.nationwide.com.