DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jasmine Adams

Nationwide Investment Advisors, LLCBD affiliatedColumbus, Ohdual registrantIAPD 6725109

Feed of 09/14/2026

Also filed as Jasmine K. Adams

At current firm

1 y

since Nov 7, 2024

In the industry

10 y

since Mar 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Nationwide Investment Advisors, LLC BD affiliated current
since Nov 7, 2024 · Columbus, Oh
J.P. Morgan Securities LLC wirehouse
Apr 10, 2023 to Oct 20, 2024 · Rochester, Mi
Transamerica Retirement Advisors, LLC BD affiliated
May 10, 2022 to Apr 3, 2023 · Warren, Mi
Valic Financial Advisors, Inc. BD affiliated
Jul 9, 2018 to May 3, 2022 · Novi, Mi

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Nationwide Investment Advisors, LLC
left Oct 20, 2024, registered Nov 7, 2024 (18 days) · Wirehouse to affiliated broker-dealer or bank
Transamerica Retirement Advisors, LLC to J.P. Morgan Securities LLC
left Apr 3, 2023, registered Apr 10, 2023 (7 days) · Affiliated broker-dealer or bank to wirehouse
Valic Financial Advisors, Inc. to Transamerica Retirement Advisors, LLC
left May 3, 2022, registered May 10, 2022 (7 days) · Affiliated broker-dealer or bank to another

Signals

Jasmine Adams left J.P. Morgan Securities Llc for Nationwide Investment Advisors, Llc (registered 2024-11-07)
Oct 20, 2024 · Advisor changed firm · fact
Jasmine Adams left Transamerica Retirement Advisors, Llc for J.P. Morgan Securities Llc (registered 2023-04-10)
Apr 3, 2023 · Advisor changed firm · fact
Jasmine Adams left Valic Financial Advisors, Inc. for Transamerica Retirement Advisors, Llc (registered 2022-05-10)
May 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address