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James Paul Kucera

THE Huntington Investment Co.

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About James Paul Kucera

James Paul Kucera is an investment advisor representative with The Huntington Investment Co. with over 20 years of experience in the financial services industry. James has a broad range of experience in investment management, including working with a variety of clients. The Huntington Investment Co. offers a variety of financial services to individuals and businesses, including investment management, financial planning, and retirement planning.

Firm Information

James Kucera 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 Kucera’s Registration & Firm History

IL

02/01/2017 - Present

THE Huntington Investment Co. (Countryside IL)

IL

09/18/2013 - 02/01/2017

LPL FINANCIAL LLC (MELROSE PARK IL)

IL

02/19/2013 - 09/18/2013

FIRSTMERIT FINANCIAL SERVICES, INC (MELROSE PARK IL)

IL

09/12/2011 - 02/04/2013

WELLS FARGO ADVISORS, LLC (WILLOWBROOK IL)

IL

03/01/2001 - 11/14/2005

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

NY

06/03/1993 - 05/22/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

WI

04/29/1987 - 06/03/1991

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BOTH

Issued 09/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Paul Kucera.
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