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James Severson

25 Years of Experience
Broker

James Severson is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 105 clients.

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

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.65%
$100K - $250K0.60%
$250K - $400K0.55%
$400K - $500K0.50%
$500K+0.45%

These fees are for the ProAccount Investment Advisory Program and are paid to Nationwide Investment Advisors (NIA), an affiliate of Nationwide Securities. Clients also pay administrative fees to Nationwide Trust Company (NTC) and internal expenses for the mutual funds they invest in.

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
May 2011 - Present · 14 yrs 11 mos
Nationwide Securities, LLCBroker
August 2003 - Present · 22 yrs 8 mos
Previous Registrations
Nationwide Securities, LLC
August 2008 - November 2009 · 1 yr 3 mos
1717 Capital Management Company
May 2007 - August 2008 · 1 yr 3 mos
1717 Capital Management CompanyBroker
January 2006 - August 2008 · 2 yrs 7 mos
1717 Capital Management CompanyBroker
February 2001 - September 2003 · 2 yrs 7 mos
State Registrations1 state
OH
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.
James Severson - Financial Advisor | TrueAdvisor