Jeff Cashin, financial advisor Raleigh NC
96 score

Jeff Cashin

CRD Number: 5349428
Current Firm: Fifth Third Securities, Inc.

Jeff Cashin (CRD# 5349428) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry. Jeff Cashin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities Raleigh, NC Feb 2013 - Current 3
First Citizens Investor Services Raleigh, NC May 2007 - Feb 2013 5
First Citizens Bank And Trust Charlotte, NC Apr 2003 - Feb 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jeff J. Cashin
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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