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Jon S
CFP®, Series 63, Series 65
Indianapolis, IN
The huntington Investment company
Jon Short is a CFP® professional with 26 years of experience in the financial services industry. He has worked at The Huntington Investment Company since 2009 and also spent time at Ameriprise Financial Services, LLC. Outside of his advisory role, he serves on the board of the Enis Furley Foundation, a nonprofit organization assisting families facing illness and hardship. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, utilizing an open-architecture investment approach that includes third-party sub-managers and proprietary models through its Private Bank.
Job W
Series 63, Series 65
Indianapolis, IN
The huntington Investment company
Job Ward is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Huntington since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings.
Michael K
Series 66, Series 63
Indianapolis, IN
The huntington Investment company
Michael Kolis is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, KeyBank, JPMorgan Securities, and PNC Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate offerings, managing accounts through various strategies and platforms, including Envestnet MAS.
Patrick S
Series 66, Series 63, Series 65
Indianapolis, IN
The huntington Investment company
Patrick Schubach is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His career includes roles at both Huntington National Bank and The Huntington Investment Company since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model incorporating third-party and affiliate strategies through various wrap-fee programs on the Envestnet MAS platform.
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