Brian Ailes, financial advisor Kalamazoo MI
93 score

Brian Ailes

CRD Number: 5287793
Current Firm: The Huntington Investment Company

Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at The Huntington Investment Company in Kalamazoo, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Mar 2013 - Current 3
J.p. Morgan Securities LLC Portage, MI Oct 2012 - Mar 2013 < 1
Jp Morgan Chase Bank Na Portage, MI Dec 2008 - Mar 2013 4
Chase Investment Services Corp. Portage, MI Dec 2008 - Oct 2012 3
Hantz Financial Services Southfield, MI Jun 2007 - Oct 2008 1
Target Corporation Kalamazoo, MI Jul 2001 - Jun 2007 5
Western Michigan University Kalamazoo, MI Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Sep 2007
Contact Info for Brian C. Ailes
Phone Number: 800.322.4600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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