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Jason D Petroff

Fifth Third Securities, Inc.

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About Jason D Petroff

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.

Firm Information

Jason Petroff 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.

600 SUPERIOR AVENUE EAST

CLEVELAND, OH 44114

$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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Jason Petroff’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason D Petroff.
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