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Jason Todd Rizzo

Fifth Third Securities, Inc.

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About Jason Todd Rizzo

Jason Rizzo is a Registered Representative and Investment Advisor Representative with Fifth Third Securities, Inc. Jason has been in the securities industry since March 18, 2003. Jason is licensed in 24 states, including Ohio, California, Florida, Texas, and Virginia, and has passed several industry exams including the Series 7, Series 6, Series 66, and the SIE Exam. Before joining Fifth Third Securities, Inc., Jason was with Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION. Jason holds a Series 66 license, which allows him to provide investment advice and sell securities. Jason specializes in providing portfolio management services for individuals and businesses and also provides financial planning services.

Firm Information

Jason Rizzo 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.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$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 Rizzo’s Registration & Firm History

OH

08/14/2009 - Present

Fifth Third Securities, Inc. (DELAWARE OH)

OH

07/06/2005 - 07/15/2009

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

IL

02/25/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jason Todd Rizzo. Review regulatory record here.
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