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Jeffrey James Core

THE Huntington Investment Co.

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About Jeffrey James Core

Jeffrey Core is a financial advisor working at The Huntington Investment Co. in Livonia, MI. Jeffrey has been in the financial services industry since 2005 and has a broad range of experience. Jeffrey holds several licenses and certifications, including Series 6, 7, 63, and 66. Jeffrey is a registered representative and investment advisor representative in Michigan and specializes in providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Jeffrey Core 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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Jeffrey Core’s Registration & Firm History

MI

04/07/2022 - Present

THE Huntington Investment Co. (Livonia MI)

MI

04/04/2017 - 03/18/2022

INFINEX INVESTMENTS, INC. (Detroit MI)

MI

10/27/2009 - 02/06/2017

FIFTH THIRD SECURITIES, INC. (TRENTON MI)

MI

09/14/2009 - 09/24/2009

CHASE INVESTMENT SERVICES CORP. (TRENTON MI)

MI

07/24/2008 - 09/04/2009

FIFTH THIRD SECURITIES, INC. (ALLEN PARK MI)

MI

07/06/2005 - 06/16/2008

CHASE INVESTMENT SERVICES CORP. (BELLEVILLE MI)

IL

03/21/2005 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey James Core. Review regulatory record here.
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