Jacob Vance Fozio

Employer firm

The Huntington Investment Company CRD 16986

$7.89B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-07-17

OH RA
APPROVED

Since 2023-07-17

Branch Locations

Westlake, OH • United States

Home Office Ops Osj - 41 South High 41 South High Street, 4Th Floor, Columbus, OH 43215 • 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

Organization	City	State	From	To
Huntington National Bank	Lorain	OH	11/2017	01/2023
Apple Inc	Westlake	OH	08/2015	11/2017
The Huntington Investment Company	Columbus	OH	11/2021	01/2023
The Huntington Investment Company	Columbus	OH	01/2023	Present

11/2017 → 01/2023

Huntington National Bank

Lorain, OH
08/2015 → 11/2017

Apple Inc

Westlake, OH
11/2021 → 01/2023

The Huntington Investment Company

Columbus, OH
01/2023 → Present

The Huntington Investment Company

Columbus, OH

Other Businesses

APPLE STORE POSITION: Seasonal Specialist INVESTMENT RELATED: NO NUMBER OF HOURS: 40+ hours SECURITIES TRADING HOURS: 0-5 hours START DATE: 11/04/2023 ADDRESS: 267 Crocker Park Blvd, Westlake OH 44145 DESCRIPTION: Working retail at the Apple Store, selling various Apple devices and accessories, etc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-14
S63	Uniform Securities Agent State Law Examination	2022-05-26

S65 Uniform Investment Adviser Law Examination

2023-07-14
S63 Uniform Securities Agent State Law Examination

2022-05-26

Other Names

Jacob Fozio

View on SEC IAPD