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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Short is an Investment Advisor Representative with The Huntington Investment Co., licensed to offer financial services in Indiana and Texas. Jon has been active in the financial services industry since September 14, 2000. Prior to joining The Huntington Investment Co., Jon was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN. Jon has passed a total of four professional exams, including the General Securities Representative Examination, the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Securities Industry Essentials Examination. Jon currently provides financial services to a variety of clients, including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Jon has been a Certified Financial Planner since 2000 and has received specialized training in financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
09/14/2020 - Present
THE Huntington Investment Co. (Indianapolis IN)
IN
09/14/2000 - 01/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IA
Issued 10/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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