January Schmus
Investment adviser representative at Fifth Third Securities, Inc.
14 yearsExperience
1 stateRegistered 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.
- Fifth Third Securities, Inc.Sep 2023 to now
- Fifth Third BankSep 2023 to now
- Morgan Stanley Private Bank, N.A.Oct 2019 to Sep 2023
- Morgan Stanley Smith Barney LLCOct 2019 to Sep 2023
- JPMorgan Chase Bank, N.AJul 2015 to Oct 2019
- J.P. Morgan Securities LLCOct 2012 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4478651
- Firm CRD
- 628