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Joel Lawrence Coleman

NATIONWIDE ASSET MANAGEMENT, LLC·COLUMBUS, Ohio
NATIONWIDE ASSET MANAGEMENT, LLC
ONE NATIONWIDE PLAZA, COLUMBUS, OH 43215CRD# 3175167Firm CRD# 143668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Lawrence Coleman · COLUMBUS, OH
Registration
CRD #3175167 · NATIONWIDE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Joel Lawrence Coleman is a registered financial advisor based in COLUMBUS, Ohio, affiliated with NATIONWIDE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NATIONWIDE ASSET MANAGEMENT, LLC
NATIONWIDE ASSET MANAGEMENT, LLC
AUM
$14.8B
Regulatory assets under management
Employees
171
Total firm employees
View all advisors at NATIONWIDE ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Other: COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS
Regulatory
SEC/IARD CRD# 3175167
Firm CRD# 143668
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Lawrence Coleman offer?
Joel Lawrence Coleman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Joel Lawrence Coleman's credentials?
Joel Lawrence Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Lawrence Coleman located?
Joel Lawrence Coleman is based in COLUMBUS, Ohio, working with NATIONWIDE ASSET MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Joel Lawrence Coleman charge for services?
Joel Lawrence Coleman's firm is compensated through percentage of aum, other: cost sharing agreement for certain affiliated clients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONWIDE ASSET MANAGEMENT, LLC?
NATIONWIDE ASSET MANAGEMENT, LLC has approximately 171 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NATIONWIDE ASSET MANAGEMENT, LLC

Bradley Jay Beman
COLUMBUS, OH
David Andre Verbance
COLUMBUS, OH
Jennifer Simna Yaross
COLUMBUS, OH
Mark William Bursinger
COLUMBUS, OH
Carol Lynn Dove
COLUMBUS, OH
Klaus Karal Diem
COLUMBUS, OH

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