Jay Siefker, financial advisor Ottawa OH
93 score

Jay Siefker

CRD Number: 5461195
Current Firm: The Huntington Investment Company

Jay Siefker (CRD# 5461195) is an Investment Advisor Representative working at The Huntington Investment Company in Ottawa, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Aug 2013 - Current 3
Huntington Bank Kalida, OH Jul 2013 - Current 3
Edward Jones St. Louis, MO Dec 2007 - Jul 2013 5
The Sherwin Williams Company Cleveland, OH Apr 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Jay M. Siefker
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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