Jason
Goldsmith
The Huntington Investment Company
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About this Advisor
Jason Goldsmith is a certified financial planner who works out of Dublin, Ohio with 4 years of industry experience. Goldsmith is an employee of The Huntington Investment Company. Throughout their career, Goldsmith has worked at Huntington Bank, The Huntington Investment Company, Wells Fargo Advisors Financial Network, LLC, Military Order Of Purple Heart, Lpl Financial, LLC and Union Bank. Goldsmith maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Ohio. The Huntington Investment Company is an advisory business that has its headquarters in Columbus, OH. The investment advisory business has offices in 766 locations and a total of 432 financial advisors. It oversees $4 billion in total assets across its 29,200 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 22 charitable organizations. The Huntington Investment Company performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on the financial services provided. However, fees billed by The Huntington Investment Company typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Huntington Investment Company Brokerage Details
$4,300,721,252
432
29,200
$147,285
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Goldsmith Work History
Jason has been registered as a financial advisor for 4 years.*
The Huntington Investment Company
Wells Fargo Advisors Financial Network, LLC
Lpl Financial, LLC
Union Bank
Huntington Bank
Military Order Of Purple Heart
*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 Jason Goldsmith 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
Washington Court House, OH
Sunbury, OH
Columbus, OH
Columbus, OH
Columbus, OH
Melrose Park, IL
Columbus, OH
Northfield, 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.
