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Jason Kerrick Hermes is an Investment Advisor Representative at Fifth Third Securities, Inc. Jason Hermes has been working in the financial industry since October 2014. Jason Hermes has a Series 63, Series 65, and Series 6 registrations and is licensed in Florida, Kentucky, North Carolina, and Ohio. Jason Hermes is also registered as an Investment Advisor Representative in Ohio. Jason Hermes provides financial planning, portfolio management for individuals, and portfolio management for businesses. Jason Hermes specializes in helping individuals with retirement planning, college savings, and estate planning. Jason Hermes also helps businesses with retirement plans and employee benefits.
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.
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2
OH
11/16/2016 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IA
Issued 3/2/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/6/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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