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Jacob Wessler

Fifth Third Securities, Inc.

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About Jacob Wessler

Jacob Wessler is a registered representative with Fifth Third Securities, Inc. and is actively registered in Kentucky as an Investment Advisor Representative (IAR) and in all 50 states as a Broker-Dealer representative. Jacob has been in the industry since November 2020. Previously, Jacob was with Fidelity Brokerage Services LLC in Covington, Kentucky. Jacob is a Series 66 and Series 63 holder and passed the Series 7TO and the SIE exams. Jacob specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors.

Firm Information

Jacob Wessler is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

5001 KINGSLEY DRIVE

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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sponsor wrap fee program

Sponsor wrap fee program

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 Wessler’s Registration & Firm History

OH

04/03/2024 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

KY

11/11/2020 - 11/17/2021

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 4/3/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/3/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Wessler.
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