Jenna McGillivary (CRD# 7381416) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Miamisburg, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Franklin, OH | May 2021 - Current | 2 |
| Fifth Third Bank | Middletown, OH | Sep 2019 - Current | 3 |
| Olive Garden | Lexington, KY | Aug 2017 - Jul 2019 | 1 |
| University Of Kentucky | Lexington, KY | Aug 2016 - May 2019 | 2 |
| Frickers | Centerville, OH | Jun 2015 - Jul 2016 | 1 |
| Springboro High School | Springboro, OH | Aug 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- OH
-
Total Assets Under Management7,311MILLIONS
-
Total Number of Accounts41,519ACCOUNTS
-
Average Account Value$176,089
- 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)
- Other
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, WY
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