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Jeremy Christopher Gates

Investment adviser representative at Fifth Third Securities, Inc.
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$10.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Fifth Third Securities, Inc.Sep 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2000
  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 3 states (IN, KY, OH).

Fifth Third Securities, Inc.

$10.9BAssets managed
47,014Clients
1,012Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2962367
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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