Paula Jan Abbott

Employer firm

Journey Advisory Group, LLC CRD 171919

$1.65B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 11/2017
  The Huntington Investment Company
  Columbus, OH
• 11/2017 → 09/2018
  Horter Investment Management
  Cincinnati, OH
• 11/2017 → 08/2019
  Horter Financial Strategies
  Cincinnati, OH
• 09/2018 → 01/2019
  Unemployed
  Cincinnati, OH
• 01/2019 → 08/2019
  Key Bank
  Cincinnati, OH
• 08/2019 → 08/2023
  Zeider's Enterprises, Inc. (Dod Contractor-Pfc)
  Woodbridge, VA
• 07/2023 → 08/2024
  Magellan Federal (Dod Contractor - Pfc)
  Arlington, VA
• 09/2024 → Present
  Journey Advisory Group
  Covington, KY

Previous Registrations

• 2017-12-06 → 2018-10-15
  Horter Investment Management, Llc
  Cincinnati, OH
• 2015-09-25 → 2017-11-14
  The Huntington Investment Company
  Lebanon, OH
  Cincinnati, OH
  Cincinnati, OH
  Norwood, OH
  Cincinnati, OH
• 2013-01-03 → 2015-09-09
  Strategic Advisers Llc
  Covington, KY
• 2005-07-22 → 2006-07-07
  Citigroup Global Markets Inc.
  Cincinnati, OH
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2012-12-20

Designations

• Certified Financial Planner

Other Names

• Paula Jan Stoffel
• Paula Jan Mitchell