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Juan Jasso

Fifth Third Securities, Inc.

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About Juan Jasso

Juan Jasso is a registered representative with Fifth Third Securities, Inc. Juan has been in the securities industry for more than 1 year. Juan is a Series 7, 66, and SIE licensed professional. Juan works in the Lombard, Illinois office of Fifth Third Securities, Inc. and specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Juan is also a licensed investment advisor representative, with the state of Illinois. Juan has a previous employment history at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fifth Third Bank. Juan is also a landlord with a rental property in Carol Stream, Illinois.

Firm Information

Juan Jasso 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.

211 WEST ST CHARLES

LOMBARD, IL 60148

$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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Juan Jasso’s Registration & Firm History

IL

07/26/2022 - Present

Fifth Third Securities, Inc. (LOMBARD IL)

IL

12/06/2021 - 07/02/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

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Licenses & Designations

BOTH

Issued 1/4/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/6/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Jasso.
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