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Jacob Charles Chalupa

THE Huntington Investment Co.

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About Jacob Charles Chalupa

Jacob Charles Chalupa is a registered representative with The Huntington Investment Co. Jacob has over 14 years of experience in the financial services industry. Jacob is also a registered investment advisor with The Huntington Investment Co. Jacob holds the Series 7, Series 31, and Series 66 licenses. Jacob specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jacob has worked with over 32,000 clients including individuals, corporations, and charitable organizations.

Firm Information

Jacob Chalupa 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 Chalupa’s Registration & Firm History

OH

06/29/2009 - Present

THE Huntington Investment Co. (NORTHWOOD OH)

OH

06/01/2009 - 06/19/2009

MORGAN STANLEY SMITH BARNEY (CENTERVILLE OH)

OH

09/26/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CENTERVILLE OH)

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Licenses & Designations

BOTH

Issued 11/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jacob Charles Chalupa. Review regulatory record here.
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