JZ
Julie L. Zeigler
THE HUNTINGTON INVESTMENT COMPANY
Streetsboro, OH 44241
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CRD#: 4977785
JZ
Professional summary
Julie Lynn Zeigler, who also goes by Julie Lynn Graef, is a registered financial advisor currently at THE HUNTINGTON INVESTMENT COMPANY located in Streetsboro, Ohio.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Julie has worked at 1 firm and has passed the Series 66, SIE, Series 52, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Lynn Graef
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.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Lynn Zeigler's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Julie Lynn Zeigler's 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®
NoneExperience
Current
May 11, 2015 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Streetsboro Banking Office 9240 Market Square Blvd., Streetsboro, OH 44241Office #2: Portage 4879 Portage Nw, North Canton, OH 44720Office #3: Acr Osj - Dover Main 232 W 3rd St., Dover, OH 44622Office #4: Ellet 2430 Wedgewood Dr, Akron, OH 44312Office #5: Medina Public Square 39 Public Square, Medina, OH 44256Office #6: Tower 106 S Main Street, Akron, OH 44308Office #7: Canton Private Banking 4481 Munson Street Nw, Canton, OH 44718Office #8: Ashland East Banking Office 308 Eastern Avenue, Ashland, OH 44805Office #9: Stow South 3311 Kent Road, Stow, OH 44224Office #10: Stow Banking Office 3793 Darrow Road, Stow, OH 44224Office #11: Lodi 209 Wooster St., Lodi, OH 44254Office #12: Twinsburg 8936 Darrow Rd., Twinsburg, OH 44087Office #13: Falls Center 2305 Second St, Cuyahoga Falls, OH 44221Office #14: Wadsworth Main Office 129 High Street, Wadsworth, OH 44281Office #15: Tallmadge 27 Northeast Ave, Tallmadge, OH 44278Office #16: Northland N Court Street 975 N. Court St, Medina, OH 44256Office #17: Massillon 153 Lincoln Way East, Massillon, OH 44646Office #18: North Canton Market Avenue 6505 Market Ave. N, Canton, OH 44721Office #19: Ravenna Banking Office 230 West Cedar Street, Ravenna, OH 44266Office #20: Dover City Banking Office 232 West Third St., Dover, OH 44622Office #21: Barber Farm 90 5th Street Se, Barberton, OH 44203Office #22: North Broadway Office 205 North Broadway, New Philadelphia, OH 44663Office #23: Hartville 650 West Maple Street, Hartville, OH 44632Office #24: Montville 3460 Medina Road, Medina, OH 44256Office #25: Wales Square Banking Office 7979 Hill And Dales Road Nw, Massillon, OH 44646Office #26: Ashland Main 132 West Main Street, Ashland, OH 44805Office #27: Fairlawn Village 2700 West Market Street, Akron, OH 44333Office #28: Ashland Road 1277 Ashland Road, Mansfield, OH 44905Office #29: Kent 1729 State Route 59, Kent, OH 44240Office #30: Canal Fulton 965 E. Cherry Street, Canal Fulton, OH 44614Office #31: Richville 6248 Navarre Rd S.w., Canton, OH 44706Office #32: North Canton - Main 101 N Main Street, North Canton, OH 44720Office #33: Aurora 95 N. Chillicothe Rd., Aurora, OH 44202Office #34: State Road 2878 State Road, Cuyahoga Falls, OH 44223Office #35: Wooster - Liberty 135 E Liberty Street, Wooster, OH 44691Office #36: Orrville 215 Hostetler Road, Orrville, OH 44667Office #37: Seville 8 East Main Street, Seville, OH 44273Office #38: Portage Lakes 3451 Manchester Road, Akron, OH 44319Office #39: Montrose Springside Drive 30 Springside Drive, Akron, OH 44333Office #40: Mogadore 3885 Mogadore Rd, Mogadore, OH 44260Office #41: Bath 1946 N. Cleve-mass Road, Akron, OH 44333Office #42: West Hill 855 W Market Street, Akron, OH 44303Office #43: Hudson Plaza 116 W Streetsboro Road, Hudson, OH 44236-2756Office #44: Burbank Road 3754 Burbank Road, Wooster, OH 44691Office #45: Arlington Plaza 1411 S Arlington Street, Akron, OH 44306Office #46: Wadsworth Crossing 1081 Williams Reserve Blvd, Wadsworth, OH 44281Office #47: Bolivar Banking Office 108 Canal Street, Bolivar, OH 44612Office #48: Mount Union 2 West State Street, Alliance, OH 44601Office #49: Hillsdale 4430 Hills & Dales Road, Canton, OH 44708Office #50: Nobles Pond 5338 Wales Avenue Nw, Massillon, OH 44646Office #51: Navarre 1210 N Main St, Navarre, OH 44662Office #52: Carrollton Trump 1045 Trump Rd., Carrollton, OH 44615Office #53: Minerva 622 East Lincolnway, Minerva, OH 44657Office #54: Green 3770 Massillon Road, Uniontown, OH 44685Office #55: Huntington National Bank Village Park 2313 Village Park Court South, Mansfield, OH 44906Office #56: Lexington 1468 Lexington Avenue, Mansfield, OH 44907Office #57: Willard 501 Fort Ball Road, Willard, OH 44890Office #58: Galion West 260 Portland Way North, Galion, OH 44833Office #59: 34th Street 3315 Cleveland Avenue Nw, Canton, OH 44709Office #60: Country Fair 4105 Tuscarawas Street West, Canton, OH 44708RIA
BD
CRD#: 16986
Streetsboro, OH
Current
February 12, 2008 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Streetsboro Banking Office 9240 Market Square Blvd., Streetsboro, OH 44241Office #2: Portage 4879 Portage Nw, North Canton, OH 44720Office #3: Acr Osj - Dover Main 232 W 3rd St., Dover, OH 44622Office #4: Ellet 2430 Wedgewood Dr, Akron, OH 44312Office #5: Medina Public Square 39 Public Square, Medina, OH 44256Office #6: Tower 106 S Main Street, Akron, OH 44308Office #7: Canton Private Banking 4481 Munson Street Nw, Canton, OH 44718Office #8: Ashland East Banking Office 308 Eastern Avenue, Ashland, OH 44805Office #9: Stow South 3311 Kent Road, Stow, OH 44224Office #10: Stow Banking Office 3793 Darrow Road, Stow, OH 44224Office #11: Lodi 209 Wooster St., Lodi, OH 44254Office #12: Twinsburg 8936 Darrow Rd., Twinsburg, OH 44087Office #13: Falls Center 2305 Second St, Cuyahoga Falls, OH 44221Office #14: Wadsworth Main Office 129 High Street, Wadsworth, OH 44281Office #15: Tallmadge 27 Northeast Ave, Tallmadge, OH 44278Office #16: Northland N Court Street 975 N. Court St, Medina, OH 44256Office #17: Massillon 153 Lincoln Way East, Massillon, OH 44646Office #18: North Canton Market Avenue 6505 Market Ave. N, Canton, OH 44721Office #19: Ravenna Banking Office 230 West Cedar Street, Ravenna, OH 44266Office #20: Dover City Banking Office 232 West Third St., Dover, OH 44622Office #21: Barber Farm 90 5th Street Se, Barberton, OH 44203Office #22: North Broadway Office 205 North Broadway, New Philadelphia, OH 44663Office #23: Hartville 650 West Maple Street, Hartville, OH 44632Office #24: Montville 3460 Medina Road, Medina, OH 44256Office #25: Wales Square Banking Office 7979 Hill And Dales Road Nw, Massillon, OH 44646Office #26: Ashland Main 132 West Main Street, Ashland, OH 44805Office #27: Fairlawn Village 2700 West Market Street, Akron, OH 44333Office #28: Ashland Road 1277 Ashland Road, Mansfield, OH 44905Office #29: Kent 1729 State Route 59, Kent, OH 44240Office #30: Canal Fulton 965 E. Cherry Street, Canal Fulton, OH 44614Office #31: Richville 6248 Navarre Rd S.w., Canton, OH 44706Office #32: North Canton - Main 101 N Main Street, North Canton, OH 44720Office #33: Aurora 95 N. Chillicothe Rd., Aurora, OH 44202Office #34: State Road 2878 State Road, Cuyahoga Falls, OH 44223Office #35: Wooster - Liberty 135 E Liberty Street, Wooster, OH 44691Office #36: Orrville 215 Hostetler Road, Orrville, OH 44667Office #37: Seville 8 East Main Street, Seville, OH 44273Office #38: Portage Lakes 3451 Manchester Road, Akron, OH 44319Office #39: Montrose Springside Drive 30 Springside Drive, Akron, OH 44333Office #40: Mogadore 3885 Mogadore Rd, Mogadore, OH 44260Office #41: Bath 1946 N. Cleve-mass Road, Akron, OH 44333Office #42: West Hill 855 W Market Street, Akron, OH 44303Office #43: Hudson Plaza 116 W Streetsboro Road, Hudson, OH 44236-2756Office #44: Burbank Road 3754 Burbank Road, Wooster, OH 44691Office #45: Arlington Plaza 1411 S Arlington Street, Akron, OH 44306Office #46: Wadsworth Crossing 1081 Williams Reserve Blvd, Wadsworth, OH 44281Office #47: Bolivar Banking Office 108 Canal Street, Bolivar, OH 44612Office #48: Mount Union 2 West State Street, Alliance, OH 44601Office #49: Hillsdale 4430 Hills & Dales Road, Canton, OH 44708Office #50: Nobles Pond 5338 Wales Avenue Nw, Massillon, OH 44646Office #51: Navarre 1210 N Main St, Navarre, OH 44662Office #52: Carrollton Trump 1045 Trump Rd., Carrollton, OH 44615Office #53: Minerva 622 East Lincolnway, Minerva, OH 44657Office #54: Green 3770 Massillon Road, Uniontown, OH 44685Office #55: Huntington National Bank Village Park 2313 Village Park Court South, Mansfield, OH 44906Office #56: Lexington 1468 Lexington Avenue, Mansfield, OH 44907Office #57: Willard 501 Fort Ball Road, Willard, OH 44890Office #58: Galion West 260 Portland Way North, Galion, OH 44833Office #59: 34th Street 3315 Cleveland Avenue Nw, Canton, OH 44709Office #60: Country Fair 4105 Tuscarawas Street West, Canton, OH 44708RIA
BD
CRD#: 16986
Streetsboro, 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".
TH
THE HUNTINGTON INVESTMENT COMPANY
HUNTINGTON CAPITAL MARKETS, INC. | THE HUNTINGTON INVESTMENT COMPANY | THE HUNTINGTON COMPANY | HUNTINGTON FINANCIAL ADVISORS
CRD#: 16986 / SEC#: 801-58015, 8-34867
RIA
Registered Investment Advisory firm - SEC (10/6/2000 Approved)Ohio
Registered Investment Advisory firm - SEC (11/15/2000 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(3/13/2008)
IAR
Ohio(5/11/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TH
THE HUNTINGTON INVESTMENT COMPANY
HUNTINGTON CAPITAL MARKETS, INC. | THE HUNTINGTON INVESTMENT COMPANY | THE HUNTINGTON COMPANY | HUNTINGTON FINANCIAL ADVISORS
CRD#: 16986 / SEC#: 801-58015, 8-34867
RIA
Registered Investment Advisory firm - SEC (10/6/2000 Approved)Ohio
Registered Investment Advisory firm - SEC (11/15/2000 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
41 S. High St. 4th Floor Hc0429, Columbus, OH 43215
Mailing Address
7 Easton Oval 5th Floor Ea5c003, Columbus, OH 43219
Phone number
(800) 322-4600
Established
Ohio since 01/17/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
501
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HUNTINGTON BANCSHARES INCORPORATED | PARENT COMPANY | |
| BALLARD, MONICA VICKMAN | SECRETARY | 4245227 |
| BOARDMAN, JEFFREY MICHAEL | CONFLICT OFFICER | 2746492 |
| BRUNNER, MICHAEL EVANS | ROSFP | 5353459 |
| BRUNNER, MICHAEL EVANS | MUNICIPAL PRINCIPAL | 5353459 |
| DUNCAN, ERICA | BOARD MEMBER | 8031535 |
| ERDELYI, MICHAEL DAVID | PRINCIPAL OPERATIONS OFFICER | 5864282 |
| FERGUSON, EMILY ELIZABETH | CHIEF TECHNOLOGY OFFICER | 3107040 |
| FORESTA, CYNTHIA JEAN | CHIEF COMPLIANCE OFFICER | 2445804 |
| HAMILTON, MELANIE KATE-MCFARLAND | PRINCIPAL FINANCIAL OFFICER | 5452291 |
| HOLDING, MELISSA | BOARD MEMBER | 4621076 |
| HOLDING, MELISSA | DIRECTOR OF WEALTH MANAGEMENT | 4621076 |
| LOUGH, SHAWN PATRICK | BOARD MEMBER | 6356321 |
| MIROBALLI, MICHAEL | CHIEF OPERATING OFFICER | 1545242 |
| MIROBALLI, MICHAEL | PRESIDENT | 1545242 |
| MIROBALLI, MICHAEL | BOARD MEMBER | 1545242 |
| POLIVKA, ALEX C | AML OFFICER | 6270624 |
| REBER, AARON | BOARD MEMBER | 7793642 |
| RICHARDSON, STEPHEN MONROE | CHIEF FINANCIAL OFFICER | 6260539 |
| RICHARDSON, STEPHEN MONROE | FINOP | 6260539 |
Regulatory assets under management
| Total Number of Accounts | 37,298 |
| AUM (Assets Under Management) | $ 6,344,121,382 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 6 |
Red Flags
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Company Information
THE HUNTINGTON INVESTMENT COMPANY
CRD#: 16986Streetsboro, OH 44241TRUST BUT VERIFY
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