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Justin Michael Overmann

Fifth Third Securities, Inc.

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About Justin Michael Overmann

Justin Overmann is a financial professional with over 20 years of experience in the industry. Justin is currently a Principal at Fifth Third Securities, Inc., where he has been employed since 2003. Justin has a broad range of experience in the financial services industry, including securities, investments, and financial planning. Justin has a deep understanding of the financial markets and can help you develop a comprehensive financial plan that meets your individual needs. Justin is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Justin Overmann 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.

5001 KINGSLEY DRIVE

CINCINNATI, OH 45263

$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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Justin Overmann’s Registration & Firm History

OH

05/21/2003 - Present

Fifth Third Securities, Inc. (CINCINNATI OH)

RI

09/20/2001 - 10/25/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 10/3/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/12/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 9/5/2006

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Michael Overmann.
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