Jackson Simon
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.
- Fifth Third Securities, Inc.Aug 2023 to now
- Fifth Third BankAug 2023 to now
- Morgan Stanley Private Bank, N.AOct 2019 to Aug 2023
- Morgan StanleyJul 2019 to Aug 2023
- UnemployedMay 2019 to Jul 2019
- Frazier RehabJan 2019 to May 2019
- Bellarmine UniversityAug 2017 to May 2019
- Publishers Printing CompanyMay 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7124154
- Firm CRD
- 628