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Jodi Lin Crouch

THE Huntington Investment Co.

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About Jodi Lin Crouch

Jodi Lin Crouch is a registered Investment Advisor Representative in Kentucky with The Huntington Investment Co.. Jodi has worked in the financial services industry since February 16, 1998 and is currently licensed to provide investment advisory services in Kentucky. Jodi has experience with managing portfolios for businesses and individuals. Jodi holds Series 6, 7, 63 and 65 licenses as well as the SIE. Jodi has experience working with high net worth individuals, corporations, and individuals other than high net worth. Jodi's practice at The Huntington Investment Co. specializes in helping clients with financial planning, portfolio management, and selection of other advisors.

Firm Information

Jodi Crouch 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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Jodi Crouch’s Registration & Firm History

OH

04/29/2008 - Present

THE Huntington Investment Co. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 04/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodi Lin Crouch.
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