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Jeffrey Roy McGuire

THE Huntington Investment Co.

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About Jeffrey Roy McGuire

Jeffrey McGuire is a registered investment advisor representative with The Huntington Investment Co. in Columbus, Ohio. Jeffrey has been in the financial services industry since 2007, and has been with The Huntington Investment Co. since June 2022. Prior to joining The Huntington Investment Co., Jeffrey worked for Nationwide Securities, LLC and 1717 Capital Management Company. Jeffrey holds the Series 4, 7, 24, 26, 51, 52TO, 53, 66, and 99TO securities licenses. Jeffrey specializes in portfolio management for individuals and businesses.

Firm Information

Jeffrey McGuire 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 McGuire’s Registration & Firm History

OH

07/11/2022 - Present

THE Huntington Investment Co. (Columbus OH)

OH

02/28/2008 - 06/17/2022

NATIONWIDE SECURITIES, LLC (Grandview Heights OH)

OH

02/28/2008 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)

OH

05/07/2007 - 11/29/2007

WADDELL & REED, INC. (DUBLIN OH)

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Licenses & Designations

BOTH

Issued 03/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2011

Series 4 - Registered Options Principal Examination

BC

Issued 05/05/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/12/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/10/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Roy McGuire.
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