Jason Lackner
Investment adviser representative at Huntington Financial Advisors
20 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 yearsFirm in business
Are you Jason Lackner? Claim your profile
Contact this firm
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
20 years in the industry.
- The Huntington Investment CompanyMar 2020 to now
- The Huntington National BankMar 2020 to now
- UnemployedSep 2019 to Mar 2020
- Busey BankJun 2018 to Sep 2019
- BMO Harris BankJun 2017 to Jun 2018
- Bank of America, N.A.Sep 2006 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2006 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6549212
- Firm CRD
- 16986