Jacob SoursCRD Number: 5995392
Current Firm: Nationwide Investment Advisors, LLC
Jacob Sours (CRD# 5995392) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 2 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Nationwide Services Investment Corporation||Columbus, OH||Oct 2011 - Current||5|
|Darden||Columbus, OH||Aug 2011 - Current||5|
|Nationwide||Dublin, OH||Sep 2011 - Oct 2011||< 1|
|Spherion||Dublin, OH||Mar 2011 - Sep 2011||< 1|
|Darden||Findlay, OH||Oct 2009 - Feb 2011||1|
|Barnes & Noble, Inc.||Columbus, OH||Aug 2007 - Sep 2009||2|
|The Ohio State University||Columbus, OH||Sep 2004 - Aug 2009||4|
|United Parcel Service||Columbus, OH||Oct 2006 - Jan 2007||< 1|
|Roppe Corporation||Fostoria, OH||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management3,764MILLIONS
Total Number of Accounts99,700ACCOUNTS
Average Account Value$37,752
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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