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Jonathan David Schneider

Investment adviser representative at Huntington Financial Advisors
10 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 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 assets

Services the firm offers

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

  • Portfolio management

Experience

10 years in the industry.

  1. The Huntington Investment CompanyOct 2023 to now
  2. The Huntington National BankOct 2023 to now
  3. The Huntington National BankOct 2018 to Sep 2023
  4. The Huntington Investment CompanyJun 2018 to Sep 2023
  5. Huntington National BankJun 2016 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2026

State registrations

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

Huntington Financial Advisors

Legal name: The Huntington Investment Company

$7.9BAssets managed
42,398Clients
427Advisers
26 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
5163024
Firm CRD
16986
Advisor's SEC record (opens in a new tab)
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