Joseph
Jamoom

Fifth Third Securities, Inc

CRD#2938500
Investment Advisor
in Orlando, FL

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About this Advisor

Joseph Jamoom is a financial advisor who works in Orlando, Florida with 2 years of industry experience. Jamoom is on the advisory team at Fifth Third Securities, Inc. Their career trajectory has included roles at Cruises Inc/Dream Vacations, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Fifth Third Bank and Fifth Third Securities. Jamoom holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Florida. Fifth Third Securities, Inc is a registered investment firm based in Cincinnati, OH. The investment advisory business has offices in 1,117 locations and a total of 1,205 employees. It has $7 billion in total assets across its 41,519 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 41,519 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Fifth Third Securities, Inc offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely are based on the type of services offered. Fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

200 E. Robinson St.
Orlando, FL 32801

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

FL Average: $2,106,341,625
Total Number of Employees

1,205

FL Average: 34
Total Number of Accounts

41,519

FL Average: 1,972
Average Account Size

$176,089

FL Average: $1,068,125

Investment Advisory Services

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

Joseph Jamoom Work History

Joseph has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fifth Third Bank

2021 - Present (3 years)

Fifth Third Securities

2003 - Present (21 years)

Cruises Inc/Dream Vacations

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Jamoom 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 Fifth Third Securities, Inc

Jacob Sommerkamp
West Chester, OH
John Flanagan
Largo, FL
Cynthia Walters
Evergreen Park, IL
Val Janschutz
Jacksonville, FL
Thomas Matug
Joliet, IL
Jarrett Mehalik
Mentor, OH
Jonathan Dinsmore
Cincinnati, OH
Robert Allen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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