Jacob Kucia (CRD# 6763033) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Woodmere, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Cleveland, OH | Apr 2021 - Current | 3 |
| Fifth Third Securities | Cleveland, OH | Apr 2021 - Current | 3 |
| Bank Of America, N.a. | Cleveland, OH | Aug 2019 - Apr 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland, OH | Jun 2019 - Apr 2021 | 1 |
| Case Western Reserve University | Cleveland, OH | Aug 2015 - May 2019 | 3 |
| Northwestern Mutual | Cleveland, OH | May 2017 - Aug 2018 | 1 |
| Case Western Reserve University | Cleveland, OH | Aug 2017 - Dec 2017 | < 1 |
| Middleburg Heights Recreation Center | Middleburg Heights, OH | May 2016 - Aug 2016 | < 1 |
| St. Ignatius High School | Cleveland, OH | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- OH
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- 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
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