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January Schmus

Fifth Third Securities, Inc.

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About January Schmus

January Schmus is a financial advisor who has been in the industry since December 16, 2002. January is currently registered with Fifth Third Securities, Inc. and holds Series 6, 7TO, 63, and 65 licenses. January's previous employers include Morgan Stanley, J.P. Morgan Securities LLC, and Chase Investment Services Corp. January is also a Certified Financial Planner.

Firm Information

January Schmus 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.

34 FOUNTAIN SQUARE PLAZA

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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January Schmus’s Registration & Firm History

FL

09/22/2023 - Present

Fifth Third Securities, Inc. (BRADENTON FL)

FL

11/12/2019 - 09/22/2023

MORGAN STANLEY (Sarasota FL)

FL

10/01/2012 - 10/16/2019

J.P. MORGAN SECURITIES LLC (SARASOTA FL)

FL

09/16/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SARASOTA FL)

OH

03/07/2006 - 11/24/2009

CHASE INVESTMENT SERVICES CORP. (NEWARK OH)

OH

01/23/2002 - 02/28/2006

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 02/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for January Schmus.
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