James MerchantCRD Number: 6225410
Current Firm: Nationwide Investment Advisors, LLC
James Merchant (CRD# 6225410) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 4 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Nationwide Investment Services Corp||Columbus, OH||Jul 2013 - Current||4|
|Winston & Corbett Lawyers||Spokane, WA||Aug 2011 - Jul 2013||1|
|Unemployed||Spokane, WA||Jun 2011 - Aug 2011||< 1|
|Institute For Public Policy||Cheney, WA||Jun 2010 - Jun 2011||1|
|Eastern Washington University||Cheney, WA||Jan 2009 - Jun 2010||1|
|Slick Rock Burrito||Spokane, WA||Jan 2008 - May 2010||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management4,834MILLIONS
Total Number of Accounts131,500ACCOUNTS
Average Account Value$36,760
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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