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Jonathan Howse James

Fifth Third Securities, Inc.

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About Jonathan Howse James

Jonathan Howse James is a financial advisor with Fifth Third Securities, Inc. Jonathan has been a financial advisor for more than 15 years. Prior to joining Fifth Third Securities, Inc., Jonathan was a financial advisor at FIRST TENNESSEE BROKERAGE, INC. and SUNTRUST CAPITAL MARKETS, INC. Jonathan has a strong track record of success in providing financial advice to individuals and families. Jonathan is committed to helping clients achieve their financial goals.

Firm Information

Jonathan James 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.

3344 PEACHTREE RD NE

ATLANTA, GA 30326

$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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Jonathan James’s Registration & Firm History

GA

07/12/2016 - Present

Fifth Third Securities, Inc. (ATLANTA GA)

GA

12/07/2006 - 05/12/2008

FIRST TENNESSEE BROKERAGE, INC. (ATLANTA GA)

GA

09/10/2004 - 12/01/2006

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

GA

05/13/2003 - 11/17/2004

WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)

GA

02/04/2003 - 05/09/2003

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 5/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/1/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 7/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Howse James.
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