H C. Juckett

COLUMBUS INVESTMENT ADVISORY

New Albany, OH 43054-7101

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CRD#: 1934808

Professional summary

H Carl Juckett is a registered financial advisor currently at COLUMBUS INVESTMENT ADVISORY INC. located in New Albany, Ohio.

H is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. H has worked at 6 firms and has passed the Series 63, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view H Carl Juckett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2019 - Present

COLUMBUS INVESTMENT ADVISORY INC.

Office #1: 68 North High Street Building C, New Albany, OH 43054-7101

RIA

CRD#: 104595

New Albany, OH

Past

January 19, 2001 - February 27, 2003

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

August 31, 1998 - January 22, 2001

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

March 2, 1995 - July 29, 1998

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

October 25, 1994 - February 4, 1997

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

June 22, 1994 - July 19, 1994

HUNTINGTON CAPITAL CORP.

CRD#: 31021

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBUS INVESTMENT ADVISORY INC.

CRD#: 104595 / SEC#: 801-51052

RIA

Registered Investment Advisory firm - (2/9/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/8/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/31/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 6/16/1994

Financial and Operations Principal Examination

Current Firm

COLUMBUS INVESTMENT ADVISORY INC.

CRD#: 104595 / SEC#: 801-51052

RIA

Registered Investment Advisory firm - (2/9/1996 Approved)

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Contact information

Main Address

68 North High Street Building C, New Albany, OH 43054-7101

Mailing Address

Phone number

(614) 882-1418

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 405,608,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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H C. Juckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view H Carl Juckett's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE SECURITIES, LLC

FORESIDE DISTRIBUTION SERVICES, L.P.

VICTORY CAPITAL SERVICES, INC.

HUNTINGTON CAPITAL CORP.

Primary Firm SEC Registration

COLUMBUS INVESTMENT ADVISORY INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/23/1994

Series 7

Date: 10/31/1994

Series 27

Date: 6/16/1994

Current Firm

COLUMBUS INVESTMENT ADVISORY INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBUS INVESTMENT ADVISORY INC.

TRUST BUT VERIFY

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