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Jason Howard Slates

THE Huntington Investment Co.

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About Jason Howard Slates

Jason Howard Slates is a registered investment advisor representative with The Huntington Investment Co. Jason has been in the securities industry since January 3, 1998. Jason Slates is registered with 27 states, and is also registered with the state of Ohio as an investment advisor representative. Jason previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. in Canton, Ohio. Jason Slates also held a position with Brokers Transaction Services, Inc. in Dallas, Texas.

Firm Information

Jason Slates 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 Slates’s Registration & Firm History

OH

05/17/2010 - Present

THE Huntington Investment Co. (CANTON OH)

OH

06/01/2009 - 05/19/2010

MORGAN STANLEY SMITH BARNEY (CANTON OH)

OH

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CANTON OH)

OH

04/21/1998 - 04/02/2007

MORGAN STANLEY DW INC. (CANTON OH)

TX

12/18/1997 - 04/03/1998

BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 05/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 12/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Howard Slates. Review regulatory record here.
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