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Jeffrey Davis

Fifth Third Securities, Inc.

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About Jeffrey Davis

Jeffrey Davis is a registered representative with Fifth Third Securities, Inc. Jeffrey has been in the securities industry for over 16 years. Jeffrey is licensed in Alabama, Colorado, New York, North Carolina, Ohio, and South Carolina. Jeffrey also holds Series 7 and 66 licenses. Jeffrey’s areas of expertise include financial planning, selection of other advisers, portfolio management for individuals, and portfolio management for businesses. Jeffrey has experience working for TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Jeffrey Davis 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.

11206 PROVIDENCE ROAD WEST

CHARLOTTE, NC 28277

$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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Jeffrey Davis’s Registration & Firm History

NC

10/03/2023 - Present

Fifth Third Securities, Inc. (CHARLOTTE NC)

GA

05/05/2014 - 04/17/2020

TD AMERITRADE, INC. (MARIETTA GA)

FL

05/11/2007 - 04/28/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 6/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Davis. Review regulatory record here.
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