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Jacqueline Marie Wilson

Fifth Third Securities, Inc.

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About Jacqueline Marie Wilson

Jacqueline Wilson is a financial advisor with over 30 years of experience in the industry. Jacqueline is currently registered with Fifth Third Securities, Inc. in Indiana, Ohio and Texas. Jacqueline has a wide range of experience, having worked for several firms including PaineWebber Incorporated, Wertheim Schroder & Co. Incorporated, and Dow, Owen & Co., Inc. Jacqueline holds Series 63, 65, 7 and SIE licenses and provides a variety of services to individuals and businesses, including portfolio management, financial planning, and selection of other advisors.

Firm Information

Jacqueline Wilson 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.

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45202

$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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Jacqueline Wilson’s Registration & Firm History

OH

06/13/2006 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

OH

11/02/1993 - 03/27/1999

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

NJ

04/06/1993 - 05/25/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

05/22/1990 - 04/14/1992

WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)

NA

03/21/1989 - 05/14/1990

DOW, OWEN & CO., INC.

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Licenses & Designations

IA

Issued 5/8/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Marie Wilson.
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