Advisor at FIFTH THIRD SECURITIES, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FIFTH THIRD SECURITIES, Inc.
Location
St. Johns, FL 32259
Credentials
Series 66, Series 7
Industry experience
12 years
About
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank.
Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
Client services
Based on FIFTH THIRD SECURITIES, Inc.
Financial planning
Portfolio management
Selection of other advisers
Sponsor wrap fee program
Expertise
Wealth management
Early retirement planning
Social Security optimization
Active portfolio management
Passive / index investing
Occupation focus
Executive
Demographic focus
HENRY (High Earners, Not Rich Yet)
Women Professionals
Approaching retirement
Retired
Young Professionals
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10 per Passageway Focus account per year (for Passageway Focus Program) Fee-only: Investment advisory fees are charged quarterly in arrears; fees are negotiable.
Location
180 Bartram Market Drive
St. Johns, FL 32259
Most active in
Jacob L has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
FIFTH THIRD BANK
2024 - Present (2 years)
Fifth Third Securities
2024 - Present (2 years)
Cetera Investment Advisors LLC
2018 - Present (8 years)
Cetera Investment Services Llc
2018 - Present (8 years)
Regions bank
2017 - Present (9 years)
Regions bank
2017 - 2024 (7 years)
Arlington Toyota
2017 - 2017 (1 year)
Southeast Toyota
2017 - 2017 (1 year)
Doherty, Inc.
2016 - 2017 (1 year)
Doherty Inc
2016 - 2017 (1 year)
AXA Advisors, LLC
2016 - 2016 (1 year)
AxA Advisors
2016 - 2016 (1 year)
Unemployed
2015 - 2016 (1 year)
UnEmployed
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Ulrike B
CFP®
Ponte Vedra Beach, FL
Sapphire Wealth Consulting, Inc.
Jeffrey M
CFP®, Series 63, Series 65
Saint Johns, FL
Create Wealth Financial Planning LLC
Loyd P
Series 65
Fleming Isle, FL
Section Integrity Wealth Management
Joshua K
Series 66
Jacksonville, FL
369 Financial LLC
Thomas M
Series 65
Ponte Vedra Beach, FL
Fulcrum Wealth Systems, LLC
Anthony K
Series 65
Jacksonville, FL
OmniTrust Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")