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Jeffrey Louis Pettiford

Investment adviser representative at Fort Washington Investment Advisors Inc
6 yearsExperience
1 stateRegistered in
$93.5BFirm assets
36 yearsFirm in business

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How the firm charges

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

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

6 years in the industry.

  1. Fort Washington Investment Advisors, Inc.May 2020 to now
  2. Touchstone Securities, Inc.May 2020 to now
  3. UnemployedJan 2020 to May 2020
  4. Window Rock Capital PartnersAug 2014 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2000
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (OH).

Fort Washington Investment Advisors Inc

$93.5BAssets managed
755Clients
19Advisers
36 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
3225642
Firm CRD
107126
Advisor's SEC record (opens in a new tab)
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