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James Edison Willard

Fifth Third Securities, Inc.

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About James Edison Willard

James Willard is a financial advisor registered with Fifth Third Securities, Inc. James is a financial advisor with over 20 years of experience in the financial industry. James's primary professional focus is in the area of Portfolio Management, with a particular interest in managing portfolios for individuals, businesses, and charitable organizations. James is also experienced in providing financial planning and consulting services. James is registered with the following securities regulators: FINRA, and the state of Indiana.

Firm Information

James Willard 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.

13681 EAST 116TH STREET

FISHERS, IN 46037

$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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James Willard’s Registration & Firm History

IN

11/18/2004 - Present

Fifth Third Securities, Inc. (FISHERS IN)

OH

01/15/1999 - 03/27/1999

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

MN

03/05/1996 - 01/21/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 11/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/7/1998

Series 7 - General Securities Representative Examination

BC

Issued 3/4/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edison Willard.
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