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Jocelyn Schultz

Fifth Third Securities, Inc.

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About Jocelyn Schultz

Jocelyn Schultz is a registered representative with Fifth Third Securities, Inc. Jocelyn is licensed to provide financial advice in Illinois. Jocelyn has been in the industry since 2014 and has experience with Fifth Third Bank, First Mid Bank and Trust, Eastern IL University, Northwestern Mutual, Fujiyama Steakhouse, Stewardson Strasburg, and Fifth Third Securities. Jocelyn is licensed to provide investment advice to individuals, corporations, and other businesses. Jocelyn also has experience with charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. In addition to Jocelyn's work at Fifth Third Securities, Inc., Jocelyn also works as a bartender for A1 Liquors.

Firm Information

Jocelyn Schultz 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.

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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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Jocelyn Schultz’s Registration & Firm History

IL

01/10/2025 - Present

Fifth Third Securities, Inc. (EFFINGHAM IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jocelyn Schultz.
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