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Jonathan R

Series 65, Series 63

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Fifth Third Securities in 2022, he worked at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management strategies via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to high-net-worth clients, corporations, trusts, and retirement accounts.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Austen R

Series 63, Series 65

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Austen Routte is an advisor at Fifth Third Securities, Inc. based in Cape Coral, FL, holding Series 63 and Series 65 designations. He joined the firm in 2025 and has prior work experience at Uber, Fifth Third Bank, Publix, and Gulf Coast Fudge. Fifth Third Securities serves a diverse client base including individuals, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account platform, employing various portfolio strategies and is a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Kimberli L

Series 63, Series 65

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Kimberli Lambert is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2006. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Paul W

Series 63, Series 65

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

Paul Wagner is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fifth Third Securities since 2019 and has been affiliated with Fifth Third Bank since 2013. Outside of his advisory role, Wagner is the owner of Four Seasons Mountain Investments LLC, a rental operation in Ruskin, Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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James H

Series 66

Cape Coral, FL

FIFTH THIRD SECURITIES, Inc.

James Haltigan is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds a Series 66 designation and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, including high-net-worth clients, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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