Jason Hermes, financial advisor Cincinnati OH

Jason Hermes

CRD Number: 6411926
Current Firm: Fifth Third Securities, Inc.

Jason Hermes (CRD# 6411926) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Loveland, OH Oct 2014 - Current 9
Fifth Third Bank Loveland, OH Feb 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Jason K. Hermes
Phone Number: 888-889-1025
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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