Kalamazoo, MI West Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,669,592,784
ClientsTotal clients
46,299
AdvisorsAdvisors at this office
2
Of 1,008 advisors across 555 offices
Location
4705 West Main Street
Kalamazoo MI 49006
Advisors at this office
2
Advisors at this office
Samuel G
Series 65, Series 63
Kalamazoo, MI
FIFTH THIRD SECURITIES, Inc.
Samuel Grusin is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank for six years. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, allowing clients to choose from a range of managed portfolios and tax-efficient strategies.
Joshua J
Series 63, Series 65
Kalamazoo, MI
FIFTH THIRD SECURITIES, Inc.
Joshua Jorgensen is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has additional experience with Fifth Third Bank and Ferris State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and customization options.
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