Fairfield, OH South Gilmore Road Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

4

Of 1,008 advisors across 554 offices

Location

6120 South Gilmore Road, Suite 206

Fairfield OH 45014

Advisors at this office

4

Advisors at this office

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Jason R

Series 63, Series 66

Fairfield, OH

FIFTH THIRD SECURITIES, Inc.

Jason Rathel is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Outside of his advisory role, he is an independent distributor of health and wellness products and operates a small online resale business. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

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

Series 63, Series 65

Fairfield, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Sommerkamp is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Santander Securities and Proequities Inc., among other firms. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned 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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Neil C

Series 66

Fairfield, OH

FIFTH THIRD SECURITIES, Inc.

Neil Cate is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His work history includes roles at Fifth Third Securities since 2020, Fifth Third Bank since 2018, Edward Jones from 2017 to 2018, and Esko from 2011 to 2017. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and investment features such as direct indexing and tax-overlay services.

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

Michael S

Series 66

Fairfield, OH

FIFTH THIRD SECURITIES, Inc.

Michael Smith is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is active as a musician in Cincinnati. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

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