Martin Jerwers, financial advisor Westerville OH

Martin Jerwers

CRD Number: 3007130
Current Firm: Fifth Third Securities, Inc.

Martin Jerwers (CRD# 3007130) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Westerville, OH and has over 26 years of experience in the finance industry. Martin Jerwers 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 Bank Dublin, OH Apr 2007 - Current 16
Fifth Third Securities Dublin, OH Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Martin L. Jerwers
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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