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Jennifer Medlin

Fifth Third Securities, INC.
10 Years of Experience
Fort Wayne, IN
1 DisclosureBroker
View SEC Summary
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Jennifer Medlin is a registered investment advisor at Fifth Third Securities, INC., based in Fort Wayne, IN, with 10 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Fifth Third Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
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. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1110 East Tillman Road, Fort Wayne, IN, 46816

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2022
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
February 2020 - Present · 6 yrs 8 mos
Fifth Third Securities, INC.Broker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2018 - February 2020 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - February 2020 · 1 yr 8 mos
Scottrade, INC.Broker
February 2016 - March 2018 · 2 yrs 1 mo
State Registrations11 states
ALCAFLGAILINMINVOHTNTX
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.
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