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.
Royal Alliance Associates, Inc.
Resolute Wealth Advisor, Inc.
|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|
|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 Management888MILLIONS
Total Number of Accounts4,990ACCOUNTS
Average Account Value$177,914
- 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)
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