Jason Vazquez is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 6 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.60% |
| $250K - $400K | 0.55% |
| $400K - $500K | 0.50% |
| $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
Location
One Nationwide Plaza, Columbus, OH, 43215
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jason is a board member/officer for York Lodge No. 563, a guest speaker for Diamond C. Trailers, an assistant coach for Worthington Youth Boosters, a board member for Ohio Business Professionals of America, and chairman of the board of directors for Eyes of Freedom. These activities take up about 35 hours per month in total, or about a quarter of Jason's time.
Employment History
Current Registrations
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Fund Distributors LLCBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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