Jeffrey J. Spitzmiller

QUEEN CITY CAPITAL MANAGEMENT

CINCINNATI, OH 45202

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CRD#: 4418218

Professional summary

Jeffrey Joseph Spitzmiller, CFA, who also goes by Jeffrey Joseph Spitzmiler, is a registered financial advisor currently at QUEEN CITY CAPITAL MANAGEMENT, LLC located in Cincinnati, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 4 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Joseph Spitzmiler

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 Jeffrey Joseph Spitzmiller'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®

CFA

Chartered Financial Analyst

Experience

Current

July 23, 2012 - Present

QUEEN CITY CAPITAL MANAGEMENT, LLC

Office #1: 212 East Third Street Suite 100, Cincinnati, OH 45202

RIA

CRD#: 162785

CINCINNATI, OH

Past

May 29, 2009 - July 6, 2010

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

FOLSOM, CA

Past

January 27, 2009 - May 21, 2012

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

CINCINNATI, OH

Past

January 23, 2009 - January 26, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LAVISTA, NE

Past

January 23, 2009 - June 14, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

CINCINNATI, OH

Past

February 18, 2005 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

CINCINNATI, OH

Past

August 13, 2004 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

CINCINNATI, 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".

QUEEN CITY CAPITAL MANAGEMENT, LLC

OHANA WEALTH AND LIFE PLANNING | QUEEN CITY CAPITAL MANAGEMENT, LLC

CRD#: 162785 / SEC#: 801-76921

RIA

Registered Investment Advisory firm - (7/23/2012 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
(7/23/2012)

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

General Industry/Product Exam

Series 7

Date: 2/17/2005

General Securities Representative Examination

Current Firm

QUEEN CITY CAPITAL MANAGEMENT, LLC

OHANA WEALTH AND LIFE PLANNING | QUEEN CITY CAPITAL MANAGEMENT, LLC

CRD#: 162785 / SEC#: 801-76921

RIA

Registered Investment Advisory firm - (7/23/2012 Approved)

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Contact information

Main Address

212 East Third Street Suite 100, Cincinnati, OH 45202

Mailing Address

Phone number

(513) 721-6089

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QCCM ADV PART 2A (3/30/2025)

OHANA ADV PART 2A (3/30/2025)

QCCM WRAP FEE BROCHURE (3/30/2025)

OHANA ADV 2B (3/30/2025)

QCCM ADV 2B (3/30/2025)

OHANA WRAP BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 102,948,095

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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Jeffrey J. Spitzmiller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Spitzmiller's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUEEN CITY CAPITAL MANAGEMENT, LLC

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

Primary Firm SEC Registration

QUEEN CITY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/17/2005

Current Firm

QUEEN CITY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUEEN CITY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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