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Joshua Schafer

THE Huntington Investment Co.

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About Joshua Schafer

Joshua Schafer is a financial professional with over 14 years of experience in the financial services industry. Joshua is currently registered with The Huntington Investment Co. as an investment advisor representative. Prior to joining The Huntington Investment Co., Joshua was employed by Equitable Advisors, LLC. He holds licenses including Series 6, 7, 63, 66 and SIE. Joshua specializes in portfolio management for individuals and businesses. His experience includes working with a wide range of clients, including individuals, corporations, and charitable organizations.

Firm Information

Joshua Schafer 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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Joshua Schafer’s Registration & Firm History

IL

07/21/2022 - Present

THE Huntington Investment Co. (MOUNT PROSPECT IL)

IL

11/20/2020 - 07/15/2022

EQUITABLE ADVISORS, LLC (DEERFIELD IL)

IL

10/01/2012 - 08/24/2020

J.P. MORGAN SECURITIES LLC (CRYSTAL LAKE IL)

IL

02/14/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (HUNTLEY IL)

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Licenses & Designations

BOTH

Issued 07/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Schafer.
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