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Jacob Charles Forrester

Fifth Third Wealth Advisors LLC

Cincinnati, OH

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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-01
TX RA APPROVED 2025-07-17
  • OH RA
    APPROVED
    Since 2025-08-01
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Wealth Advisors Llc Cincinatti OH 03/2025 Present
Fifth Third Bank Cincinnati OH 06/2023 Present
Fifth Third Bank Cincinnati OH 06/2014 11/2021
Key Bank Cincinnati OH 11/2021 06/2023
  • 03/2025 → Present
    Fifth Third Wealth Advisors Llc
    Cincinatti, OH
  • 06/2023 → Present
    Fifth Third Bank
    Cincinnati, OH
  • 06/2014 → 11/2021
    Fifth Third Bank
    Cincinnati, OH
  • 11/2021 → 06/2023
    Key Bank
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07
Other Names
  • Jake Forrester

View on SEC IAPD

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