Callie Jacobs
Callie Jacobs is a registered investment advisor at Huntington Financial Advisors, based in Grove City, OH, with 15 years of industry experience. Callie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37,298 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Huntington Financial Advisors offers several investment management programs, each with its own fee structure. These programs include:
- Private Wealth Consulting (PWC): Fees are tiered based on the amount invested, plus additional fees paid to Envestnet and potentially third-party managers. Minimum account size is $1,000,000.
- Representative as Portfolio Manager (RPM): Fees are tiered based on the amount invested. Your financial advisor directly manages your account. Minimum account size is $250,000.
- GPS Premier: Fees are tiered based on the amount invested. This is a separately managed account program. Minimum investment is $100,000.
- GPS Total Asset Allocation and Total Multi-Manager: Fees are tiered based on the amount invested. These are unified managed accounts. Minimum investment is $250,000.
- GPS Select: Fees are tiered based on the amount invested. Minimum investment is $50,000.
- GPS Foundations: Fees are tiered based on the amount invested. Minimum investment is $10,000.
- GPS Wrap Strategists: Fees are tiered based on the amount invested. Minimum investment is $25,000.
These fees cover portfolio management, trade execution, and custody services. Additional fees may apply for optional overlay services like tax or impact investing.
Location
Buckeye Grove Banking Office, 2607 London-Groveport Road, Grove City, OH, 43123
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Callie resells clothing and other items through Poshmark and Mercari, dedicating about 10-20% of her time to these activities. Callie also owns New Leaf Landscaping, but spends minimal time on it.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations15 states
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.