Advisor at FIFTH THIRD SECURITIES, Inc.
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
Wilmington, OH 45177
Credentials
Series 63, Series 66
Industry experience
29 years
Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Georgetown, Ohio, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with Fifth Third Securities and its affiliated firm Fifth Third since 1999. Fifth Third Securities, Inc. offers brokerage and advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.
Based on FIFTH THIRD SECURITIES, Inc.
Based on FIFTH THIRD SECURITIES, Inc.
$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 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)
995 Rombach Avenue
Wilmington, OH 45177
Ohio · Texas
Fifth Third Securities, Inc.
1999 - Present (27 years)
Fifth Third
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
New Vienna, OH
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Series 65
Harveysburg, OH
Advisor Share Wealth Management, LLC
Series 63, Series 65
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
New Vienna, OH
Cetera
Series 66
Waynesville, OH
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