Jacob Wessler
Investment adviser representative at Fifth Third Securities, Inc.
10 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
10 years in the industry.
- Fifth Third Securities, Inc.Nov 2021 to now
- Fifth Third BankNov 2021 to now
- Fidelity InvestmentsJun 2020 to Nov 2021
- Thomas More UniversityAug 2019 to May 2020
- Motus FreightJun 2019 to Aug 2019
- Thomas More UniversityAug 2018 to May 2019
- UnemployedMay 2018 to Aug 2018
- Thomas More UniversityAug 2017 to May 2018
- United Postal ServiceJun 2017 to Aug 2017
- Thomas More UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
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
- 7265353
- Firm CRD
- 628