Joel
Wozny

The Huntington Investment Company

CRD#6083381
Investment Advisor
in Wadsworth, OH

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About this Advisor

Joel Wozny is a financial advisor who works out of Wadsworth, Ohio, with a total of 4 years of relevant experience. Wozny is an employee of The Huntington Investment Company. Their career trajectory has included roles at Joel Wozny, J.P. Morgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, The Huntington Investement Company, The Huntington Investment Company and Jpmorgan Chase Bank. Wozny holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. The Huntington Investment Company is a business operating out of Columbus, OH. The investment advisory business has offices in 766 locations and a total of 432 people on staff. It administers $4 billion in assets among its 29,200 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 22 charities and foundations. The Huntington Investment Company has 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 which services the firm provides the client. Fees billed by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

Wadsworth, OH

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

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

432

OH Average: 34
Total Number of Accounts

29,200

OH Average: 1,972
Average Account Size

$147,285

OH 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

Joel Wozny Work History

Joel has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

The Huntington Investment Company

2011 - Present (13 years)

Joel Wozny

2022 - 2023 (1 year)

The Huntington Investment Company

2019 - 2022 (3 years)

The Huntington Investement Company

2018 - 2018 (< 1 year)

Penn Mutual Life Ins Co

2018 - 2018 (< 1 year)

Hornor Townsend & Kent Inc

2014 - 2017 (3 years)

Fifth Third Bank

2014 - 2017 (3 years)

Fifth Third Securities

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2011 - 2014 (3 years)

Jpmorgan Chase Bank

*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 Joel Wozny 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

Heather Katzenmeyer
Columbus, OH
Scott Wertz
Melrose Park, IL
Peter Burgett
Fenton, MI
Bailey Huff
Navarre, OH
Micah Binegar
Washington Court House, OH
Eric Devine
Hartville, OH
Kelly Mathews
Westerville, OH
Christopher Walker
Brighton, MI

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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