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Jennifer Medlin

Investment adviser representative at Fifth Third Securities, Inc.
11 yearsExperience
1 stateRegistered in
$10.9BFirm assets
21 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.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Fifth Third Securities, Inc.Feb 2020 to now
  2. Fifth Third BankFeb 2020 to now
  3. Bank of America, N.A.Jul 2018 to now
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to now
  5. Merrill LynchMay 2018 to Feb 2020
  6. UnemployedMar 2018 to May 2018
  7. ScottradeAug 2015 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

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

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
6542270
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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