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Jackson Lee Weinzatl

THE Huntington Investment Co.

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About Jackson Lee Weinzatl

Jackson Lee Weinzatl is a financial advisor at The Huntington Investment Co. located in Mansfield, Ohio. Jackson has been in the financial industry since April 7, 2019. Jackson holds the Series 63, Series 66, Series 7TO, and Series 6TO licenses. Jackson is also registered as an Investment Advisor Representative in Ohio and Florida. Jackson has experience working at J.P. Morgan Securities LLC, Northwestern Mutual Investment Services, LLC, and AXA Advisors LLC. Jackson is also a Squad Leader in the US Army Reserves.

Firm Information

Jackson Weinzatl is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackson Weinzatl’s Registration & Firm History

OH

02/15/2023 - Present

THE Huntington Investment Co. (MANSFIELD OH)

OH

04/07/2022 - 02/09/2023

J.P. MORGAN SECURITIES LLC (Westerville OH)

OH

03/04/2019 - 03/07/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)

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Licenses & Designations

BOTH

Issued 04/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jackson Lee Weinzatl.
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