Jake Fashner (CRD# 5368273) is an Investment Advisor Representative working at Principal Securities, Inc. in Bradford, OH and has over 15 years of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 5441376
Park Avenue Securities LLC
CRD# 2957137
Cutter & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Bradford, OH | Nov 2021 - Current | 2 |
| Fashco & Associates | Bradford, OH | Nov 2021 - Current | 2 |
| Mml Investors Services, LLC | Bradford, OH | Jun 2018 - Nov 2021 | 3 |
| Mass Mutual Life Insurance Company | Bradford, OH | Jun 2018 - Nov 2021 | 3 |
| Fifth Third Securities | Lexington, KY | May 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
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- Educational seminars/workshops
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