Francisco Jesus Mones pena
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.May 2026 to now
- Fifth Third BankJul 2023 to now
- City Year OrlandoAug 2022 to Jun 2023
- City Year OrlandoJan 2022 to Jun 2022
- AmazonAug 2021 to Jun 2023
- UberJul 2021 to Jun 2023
- UnemployedMay 2021 to Jul 2021
- Summerchase CondominiumsSep 2019 to Nov 2019
- Florida State UniversityAug 2017 to May 2021
- Saint Thomas SchoolMay 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8272459
- Firm CRD
- 628