JG
JG

Jeff Good

8 Years of Experience
Nashville, TN
1 DisclosureBroker

Jeff Good is a registered investment advisor at Fifth Third Securities, INC., based in Nashville, TN, with 8 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5314 Harding Pike, Nashville, TN, 37205

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History

Regulatory History (1)
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Customer Dispute
September 2023
Denied
Employment History
Current Registrations
Fifth Third Securities, INC.
June 2023 - Present · 2 yrs 11 mos
Fifth Third Securities, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
August 2017 - June 2023 · 5 yrs 10 mos
Edward JonesBroker
June 2017 - June 2023 · 6 yrs
State Registrations12 states
AZCOFLMAMINCOHPARITNVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.