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Kelly Anne Mathews

THE Huntington Investment Co.

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About Kelly Anne Mathews

Kelly Anne Mathews is a registered representative of The Huntington Investment Co. Kelly has been in the financial services industry since April 13, 2015. Kelly has been with The Huntington Investment Co. since December 9, 2016. Prior to that, Kelly worked at J.P. MORGAN SECURITIES LLC. Kelly is licensed in the state of Ohio. Kelly specializes in portfolio management for individuals and businesses. Kelly also provides investment advice to charitable organizations, high-net-worth individuals, and corporations or other businesses.

Firm Information

Kelly Mathews 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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Kelly Mathews’s Registration & Firm History

OH

12/22/2021 - Present

THE Huntington Investment Co. (Westerville OH)

OH

12/09/2016 - 07/28/2021

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

11/18/2014 - 12/06/2016

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 01/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2019

Series 4 - Registered Options Principal Examination

BC

Issued 02/19/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/15/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 11/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Anne Mathews.
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