Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Louis Pettiford is a Vice President Relations at Fort Washington Investment Advisors Inc. Jeffrey has been in the industry since 2007 and has held various roles in the investment world. Jeffrey holds licenses to provide investment advice in all states and provides services to various types of clients. Jeffrey also serves on several boards including CK School Foundation, Mercy Home for Boys and Girls and Blue Cap Foundation.
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.
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.
Strategic management for diversified investment portfolios.
Sub-advisory
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/16/2020 - Present
Fort Washington Investment Advisors Inc. (Chicago IL)
IL
07/27/2011 - 09/05/2013
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
06/02/2010 - 06/15/2011
BNY CONVERGEX EXECUTION SOLUTIONS LLC (CHICAGO IL)
ME
10/29/2009 - 05/21/2010
PROFESSIONAL FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
OH
10/22/2007 - 10/02/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
01/02/2007 - 10/09/2007
BNY CONVERGEX EXECUTION SOLUTIONS LLC (CHICAGO IL)
IL
09/26/2003 - 01/02/2007
LYNCH, JONES & RYAN LLC (CHICAGO IL)
CT
09/05/2001 - 12/09/2002
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
MI
05/24/1999 - 09/07/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 08/01/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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