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James Joseph Schroeder

THE Huntington Investment Co.

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About James Joseph Schroeder

James Schroeder is a financial advisor at The Huntington Investment Co.. James has over 20 years of experience in the financial industry. James specializes in portfolio management for individuals and businesses. James has a broad range of experience, including investments in stocks, bonds, mutual funds, and exchange-traded funds. James also has experience in retirement planning, college savings, and estate planning.

Firm Information

James Schroeder 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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James Schroeder’s Registration & Firm History

OH

07/14/2022 - Present

THE Huntington Investment Co. (CINCINNATI OH)

KY

11/16/2010 - 01/10/2022

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

05/06/2008 - 06/05/2009

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

KY

03/28/2006 - 12/31/2006

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

RI

02/02/1998 - 03/28/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 04/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Joseph Schroeder.
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