Jenna McGillivary, financial advisor Miamisburg OH

Jenna McGillivary

CRD Number: 7381416
Current Firm: Fifth Third Securities, Inc.

Jenna McGillivary (CRD# 7381416) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Miamisburg, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Franklin, OH May 2021 - Current 2
Fifth Third Bank Middletown, OH Sep 2019 - Current 4
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
Contact Info for Jenna McGillivary
Phone Number: 888-889-1025
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
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)
  • Other
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, VT, WA, WI, WV, WY

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