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Juan J

Series 66

Lombard, IL

FIFTH THIRD SECURITIES, Inc.

Juan Jasso is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Fifth Third Bank. Outside of his advisory role, he owns a car rental business in West Chicago, IL. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

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

Series 63, Series 66

Lombard, IL

FIFTH THIRD SECURITIES, Inc.

Joseph Huckleby is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lombard, IL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His work history includes roles at Fifth Third Bank, U.S. Bancorp Investments, Bank of America, Merrill Lynch, JPMorgan Securities, and Trinity Christian College. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with substantial assets under management.

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