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Jacob Allen

THE Huntington Investment Co.

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About Jacob Allen

Jacob Allen is a registered representative with The Huntington Investment Co. Jacob has been in the securities industry since 2016. Jacob is registered with FINRA and the state of Illinois. Jacob is also licensed to provide investment advisory services. Jacob is a graduate of the University of Illinois and is a member of the National Association of Realtors. Jacob specializes in retirement planning, college savings, and estate planning. Jacob is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Jacob Allen 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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Jacob Allen’s Registration & Firm History

IL

02/24/2023 - Present

THE Huntington Investment Co. (Park Ridge IL)

IL

05/17/2016 - 03/01/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Allen.
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