CJ
Callie J. Jacobs
THE HUNTINGTON INVESTMENT COMPANY
Grove City, OH 43123
Some features on this profile are disabled
CRD#: 5764896
CJ
Professional summary
Callie J. Jacobs, who also goes by Callie J Wilder, Callie J. Wilder, is a registered financial advisor currently at THE HUNTINGTON INVESTMENT COMPANY located in Grove City, Ohio.
Callie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Callie has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Callie J Wilder | Callie J. Wilder
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.
POSHMARK POSITION: seller NATURE: clothing resale INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2019 ADDRESS: 1491 willowcreek drive, columbus OH 43228, United States DESCRIPTION: I am able to list clothing for sale to other people. MERCARI POSITION: n/a NATURE: mercari INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2022 ADDRESS: 1491 willowcreek drive, columbus OH 43228, United States DESCRIPTION: reselling of clothing and other items. POSHMARK POSITION: seller NATURE: clothing resale INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2019 ADDRESS: 1491 willowcreek drive, columbus OH 43228, United States DESCRIPTION: I am able to list clothing for sale to other people. NAME: New Leaf Landscaping POSITION: Owner NATURE: Landscaping INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1491 Willowcreek Drive Columbus, Ohio 43228 DESCRIPTION: New Leaf Landscaping Owner
CRS (Client Relationship Summary) - RIA
Click below to view Callie J. Jacobs's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Callie J. Jacobs'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
January 12, 2017 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Buckeye Grove Banking Office 2607 London-groveport Road, Grove City, OH 43123RIA
BD
CRD#: 16986
Grove City, OH
Current
January 12, 2017 - Present
THE HUNTINGTON INVESTMENT COMPANY
Office #1: Buckeye Grove Banking Office 2607 London-groveport Road, Grove City, OH 43123RIA
BD
CRD#: 16986
Grove City, OH
Past
December 12, 2016 - December 22, 2016
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
COLUMBUS, OH
Past
July 10, 2012 - December 22, 2016
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
COLUMBUS, OH
Past
August 11, 2011 - June 8, 2012
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
HILLIARD, OH
Past
April 14, 2010 - June 8, 2012
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
HILLIARD, 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
Arizona(2/13/2020)
RR
Arkansas(6/28/2023)
RR
Florida(11/17/2022)
RR
Georgia(1/7/2020)
RR
Idaho(9/15/2021)
RR
Iowa(1/4/2024)
RR
Kansas(10/23/2023)
RR
Kentucky(2/4/2025)
RR
Minnesota(1/3/2025)
RR
Mississippi(10/12/2022)
RR
New York(10/4/2017)
RR
North Carolina(5/13/2022)
RR
Ohio(1/12/2017)
IAR
Ohio(1/12/2017)
RR
Pennsylvania(2/12/2024)
RR
Virginia(11/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
