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Jason Dean Goldsmith

THE Huntington Investment Co.

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About Jason Dean Goldsmith

Jason Goldsmith is a financial advisor at The Huntington Investment Co. based in Dublin, OH. Jason is a Series 7 and 66 licensed representative and is also a Certified Financial Planner. Jason has been in the financial services industry for over 15 years and has experience working at several prominent firms including Wells Fargo Advisors Financial Network, LLC and LPL Financial LLC. Jason specializes in providing financial advice and portfolio management services for individuals, corporations and other businesses. Jason also helps clients with selecting other advisors.

Firm Information

Jason Goldsmith 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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Jason Goldsmith’s Registration & Firm History

OH

04/22/2019 - Present

THE Huntington Investment Co. (DUBLIN OH)

OH

07/13/2018 - 04/17/2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUBLIN OH)

OH

07/08/2016 - 07/20/2018

LPL FINANCIAL LLC (LEWIS CENTER OH)

OH

05/23/2007 - 04/10/2008

CHASE INVESTMENT SERVICES CORP. (WESTERVILLE OH)

OH

07/13/2006 - 10/20/2006

AMERIPRISE FINANCIAL SERVICES, INC. (DUBLIN OH)

MO

11/29/2005 - 01/24/2006

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Dean Goldsmith.
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