Jeffrey Fay (CRD# 6437721) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Falmouth, KY and has over 7 years of experience in the finance industry. Jeffrey Fay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6304340
State Farm Investment Management Corp.
CRD# 2134471
Lpl Financial LLC
CRD# 3143337
Biechele Royce Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Alexandria, KY | Apr 2023 - Current | 1 |
| Fifth Third Securities | Alexandria, KY | Apr 2023 - Current | 1 |
| Cornerstone Retirement Advisors, Inc. | Cincinnati, OH | Jun 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Cincinnati, OH | Jun 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Cincinnati, OH | Jun 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Cincinnati, OH | Jun 2022 - Apr 2023 | < 1 |
| Us Bancorp Investments, Inc. | Cincinnati, OH | Apr 2019 - Jun 2022 | 3 |
| U.s. Bancorp Investments, Inc. | Cincinnati, OH | Jul 2017 - Jun 2022 | 4 |
| U.s. Bank | Cincinnati, OH | Jul 2017 - Apr 2019 | 1 |
| Us Bancorp Investments, Inc. | Cincinnati, OH | Jul 2017 - Apr 2019 | 1 |
| Pnc Investments, LLC | Winchester, KY | Aug 2016 - Jul 2017 | < 1 |
| Pnc Bank, Na | Winchester, KY | Sep 2015 - Jul 2017 | 1 |
| Pnc Investments, LLC | Pittsburgh, PA | Aug 2016 - Jun 2017 | < 1 |
| Pnc Bank, Na | Winchester, KY | Aug 2016 - Jun 2017 | < 1 |
| Pnc Investments | Winchester, KY | Sep 2015 - Aug 2016 | < 1 |
| Abercrombie And Fitch | Lexington, KY | Jun 2015 - Sep 2015 | < 1 |
| Abercrombie And Fitch | Lexington, KY | Jun 2015 - Sep 2015 | < 1 |
| The Establishment | Cincinnati, OH | Feb 2015 - Jun 2015 | < 1 |
| The Establishment | Cincinnati, OH | Feb 2015 - Jun 2015 | < 1 |
| Northwestern Mutual | Cincinnati, OH | Dec 2014 - May 2015 | < 1 |
| Northwestern Mutual | Cincinnati, OH | Dec 2014 - May 2015 | < 1 |
| Mount St. Joseph University | Cincinnati, OH | Jan 2013 - May 2015 | 2 |
| Mount St. Joseph University | Cincinnati, OH | Jan 2013 - May 2015 | 2 |
| Cincinnati Sportservice | Cincinnati, OH | Feb 2010 - Mar 2015 | 5 |
| Cincinnati Sportservice | Cincinnati, OH | Feb 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- KY
- OH
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
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