Jake FashnerCRD Number: 5368273
Current Firm: Fifth Third Securities, Inc.
Jake Fashner (CRD# 5368273) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lima, OH and has over 9 years of experience in the finance industry.
National Planning Corporation ("npc Of America" In Fl & Ny)
Royal Alliance Associates, Inc.
Strategic Investment Advisors, LLC
|Fifth Third Securities||Lexington, KY||May 2012 - Current||5|
|U.s. Bancorp Investments, Inc.||Minster, OH||Nov 2009 - May 2012||2|
|National City Corporation||Sidney, OH||Apr 2008 - Oct 2009||1|
|Natcity Investments, Inc.||Cleveland, OH||Apr 2008 - Oct 2009||1|
|Thrivent Investment Management Inc.||Fairlawn, OH||Jun 2007 - Apr 2008||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2007 - Apr 2008||< 1|
|Main Street Consulting||Piqua, OH||May 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- 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)
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