Joana Montero flores
Investment adviser representative at Fifth Third Securities, Inc.
12 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
12 years in the industry.
- Fifth Third Securities, Inc.Sep 2026 to now
- Fifth Third BankSep 2026 to now
- Wells Fargo Clearing Services, LLCApr 2025 to Aug 2026
- Baylor Scott and WhiteJul 2024 to Aug 2024
- UhaulJun 2023 to Feb 2024
- Wells Fargo Bank, NADec 2019 to Aug 2026
- Dallas CollegeOct 2019 to Dec 2019
- Abercrombie and FitchSep 2018 to Oct 2019
- Art Institute of Las VegasOct 2017 to Sep 2018
- Cheyenne HighschoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8078504
- Firm CRD
- 628