Jackson Lee Weinzatl
Investment adviser representative at Huntington Financial Advisors
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanyFeb 2023 to now
- Armed ForcesFeb 2012 to now
- J.P. Morgan Securities LLCMar 2022 to Feb 2023
- JPMorgan Chase Bank, N.A.Mar 2022 to Feb 2023
- Northwestern Mutual Wealth Management CompanyApr 2021 to Feb 2022
- Northwestern MutualSep 2018 to Feb 2022
- Northwestern Mutual Life Insurance CompanySep 2018 to Feb 2022
- Northwestern Mutual Investment Services LLCAug 2018 to Feb 2022
- AXA Advisors LLCMar 2018 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
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
- 6908417
- Firm CRD
- 16986