Jennifer
Ferguson

Fifth Third Securities, Inc

CRD#4225158
Investment Advisor
in Mason, OH

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About this Advisor

Jennifer Ferguson is a financial advisor based in Mason, Ohio, working with Fifth Third Securities, Inc. Jennifer has previously held a position at Fifth Third Securities. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Jennifer is part of Fifth Third Securities, Inc, which operates out of Mason, Ohio. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

225 West Main Street
Mason, OH 45040

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

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

1,228

OH Average: 34
Total Number of Accounts

40,143

OH Average: 1,972
Average Account Size

$198,861

OH 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

Jennifer Ferguson Work History

1999 - Present (25 years)

Fifth Third Securities

Disclosures

Please visit the SEC profile of Jennifer Ferguson 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

Kerr-Ann Dempster
Denver, NC
Pamela Strick
Elyria, OH
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Tracy White
New Lenox, IL
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

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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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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