linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Davis

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Davis

Jeffrey Davis is a registered investment advisor representative with Fifth Third Securities, Inc. Jeffrey has been in the financial services industry since 2007 and has a strong understanding of the financial markets. Jeffrey is committed to providing clients with personalized financial advice and guidance. Jeffrey is also registered as an Investment Advisor Representative in North Carolina and South Carolina.

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.

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

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)

Not sure if Jeffrey Davis is right for you?

Licenses & Designations

BOTH

Issued 06/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2007

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.
Not sure if Jeffrey Davis is right for you?