Katrina
Jackson

Nationwide Securities, LLC

CRD#6629644
Investment Advisor
in Columbus, OH

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About this Advisor

Katrina Jackson is a financial advisor based in Columbus, Ohio, working with Nationwide Securities, LLC. Katrina has previously held positions at Morgan Stanley, Stay At Home Mom - Homemaker, Citizens Bank, Morgan Stanley Services Group Inc, Jpmorgan Securities LLC, Huntington National Bank, E*Trade Securities, LLC, and Nationwide Investment Services Corporation. Katrina has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Katrina is part of Nationwide Securities, LLC, which operates out of Columbus, Ohio. The firm has 3 offices and 26 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Nationwide Securities, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 W Nationwide Blvd 5-02-210X
Columbus, OH 43215

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Nationwide Securities, LLC Brokerage Details

Total Number of Employees

26

OH Average: 34

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Katrina Jackson Work History

2024 - Present (0 year)

Nationwide Investment Services Corporation

2022 - Present (2 years)

E*Trade Securities, LLC

2019 - Present (5 years)

Morgan Stanley

2017 - 2017 (< 1 year)

Morgan Stanley Services Group Inc

2017 - 2019 (2 years)

Jpmorgan Securities LLC

2016 - 2017 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Huntington National Bank

2015 - 2016 (1 year)

Stay At Home Mom - Homemaker

2012 - 2015 (3 years)

Citizens Bank

Disclosures

Please visit the SEC profile of Katrina Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nationwide Securities, LLC

Kirk Weber
Columbus, OH
William Russell
Columbus, OH
Harley Cranswick
Gilbert, AZ
Garett Feldkamp
Loveland, OH
Josue Ortiz
Columbus, OH
Bradford Eiden
Louisville, KY
Alexander Baines
Louisville, KY
Chapin Mcanally
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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