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Jarrett Paul Mehalik

Fifth Third Securities, Inc.

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About Jarrett Paul Mehalik

Jarrett Mehalik is a registered representative with Fifth Third Securities, Inc. Jarrett has been in the securities industry since November 2001. Jarrett has served as a financial advisor for over 20 years. Jarrett specializes in financial planning, portfolio management, and providing other financial services to individual and corporate clients. Jarrett is also licensed to offer insurance products and has a variety of investment products available.

Firm Information

Jarrett Mehalik 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.

6675 CENTER STREET

MENTOR, OH 44060

$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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Jarrett Mehalik’s Registration & Firm History

OH

03/27/2018 - Present

Fifth Third Securities, Inc. (MENTOR OH)

OH

04/05/2013 - 03/10/2014

AMERIPRISE FINANCIAL SERVICES, INC. (INDEPENDENCE OH)

OH

06/09/2010 - 10/24/2011

SECURITIES AMERICA, INC. (STRONGSVILLE OH)

KY

01/01/2008 - 06/22/2010

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

UT

06/07/2000 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 3/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/12/2009

Series 7 - General Securities Representative Examination

BC

Issued 6/6/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarrett Paul Mehalik.
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