Unclaimed
Jason Petroff is a Registered Representative at Fifth Third Securities, Inc. Jason has been in the securities industry for more than 9 years and is registered with 23 state securities regulators. Jason Petroff has experience in the securities industry working for Fifth Third Securities, Inc. and J.P. Morgan Securities LLC. Jason holds the Series 6, 7, 63, and 66 licenses. Jason provides financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/25/2019 - Present
Fifth Third Securities, Inc. (CLEVELAND OH)
OH
07/30/2014 - 03/10/2017
FIFTH THIRD SECURITIES, INC. (BAINBRIDGE OH)
NY
11/28/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (IRONDEQUOIT NY)
BOTH
Issued 6/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/5/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 3/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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