Joseph
Nicholson

The Huntington Investment Company

CRD#7181411
Investment Advisor
in Stow, OH

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About this Advisor

Joseph Nicholson is a financial advisor who works out of Stow, Ohio with 1 year of relevant experience. Nicholson is on the advisory team at The Huntington Investment Company. Over the course of their career, they have held roles at Edward Jones, United Disabilities Service, Summit Academy, Round Rock Isd, Kent City School District, Stow City School District, Hudson City School District, Colonial Prep Academy, Streetsboro City School Districts, Vipkid, Rachel Wixey & Associates, City Of Kent, Tallmadge City Schools, The Huntington National Bank, The Huntington Investment Company, Independent Contractor and Doordash. Nicholson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. The Huntington Investment Company is a registered investment firm based out of Columbus, OH. It has offices in 766 locations and a total of 432 advisors. It manages $4 billion in assets under management between its 29,200 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 22 charities and foundations. The Huntington Investment Company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules vary depending on the financial services offered. Fees charged by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Stow South 3311 Kent Road
Stow, OH 44224

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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

Joseph Nicholson Work History

Joseph has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Huntington National Bank

2022 - Present (2 years)

The Huntington Investment Company

2021 - 2022 (1 year)

Doordash

2020 - 2022 (2 years)

Independent Contractor

2019 - 2020 (1 year)

Edward Jones

2019 - 2019 (< 1 year)

Vipkid

2018 - 2019 (1 year)

Streetsboro City School Districts

2018 - 2019 (1 year)

Rachel Wixey & Associates

2018 - 2019 (1 year)

Kent City School District

2015 - 2018 (3 years)

United Disabilities Service

2014 - 2015 (1 year)

Summit Academy

2014 - 2014 (< 1 year)

Colonial Prep Academy

2013 - 2014 (1 year)

Stow City School District

2013 - 2019 (6 years)

Hudson City School District

2013 - 2013 (< 1 year)

City Of Kent

2013 - 2013 (< 1 year)

Tallmadge City Schools

2012 - 2013 (1 year)

Round Rock Isd

2011 - 2014 (3 years)

Kent City School District

*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 Nicholson 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

Kelly Mathews
Westerville, OH
Brian Ailes
Kalamazoo, MI
Christopher Walker
Brighton, MI
Eric Smith
Jenison, MI
Brandy Dennis
Columbus, OH
Scott Wertz
Melrose Park, IL
Zarak Carter
Columbus, OH
Ryan Greenhill
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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