James
Kingsley

The Huntington Investment Company

CRD#7382089
Investment Advisor
in Birch Run, MI

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About this Advisor

James Kingsley is a financial advisor based in Birch Run, Michigan, working with The Huntington Investment Company. James has previously held positions at Huntington National Bank, The Greener Cleaner Carpet Cleaning, Uber, The Huntington Investment Company, and Bank Of America. James has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, James is part of The Huntington Investment Company, which operates out of Birch Run, Michigan. The firm has 766 offices and 483 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at The Huntington Investment Company includes asset-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Birch Run, MI

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$5,196,750,113

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

483

MI Average: 34
Total Number of Accounts

32,956

MI Average: 1,972
Average Account Size

$157,688

MI Average: $1,068,125

Investment Advisory Services

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

James Kingsley Work History

2024 - Present (0 year)

The Huntington Investment Company

2023 - Present (1 year)

The Huntington Investment Company

2022 - 2022 (< 1 year)

The Huntington Investment Company

2022 - 2022 (< 1 year)

Huntington National Bank

2022 - 2023 (1 year)

Bank Of America

2021 - 2022 (1 year)

The Huntington Investment Company

2020 - 2022 (2 years)

Huntington National Bank

2019 - 2020 (1 year)

Uber

2014 - 2020 (6 years)

The Greener Cleaner Carpet Cleaning

Disclosures

Please visit the SEC profile of James Kingsley 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 Huntington Financial Advisors

Jason Goldsmith
Dublin, OH
Roger Ruz
Columbus, OH
Stephen Cotero
Brighton, MI
Heather Johancen
Twinsburg, OH
Zachary Smith
Cadiz, OH
Leonardo Gomez
Chicago, IL
Timothy Ferree
Akron, OH
Whitney Doubleday
Battle Creek, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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