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Fifth Third Investment Team Jeremy Gates
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Fairfax
5771 Wooster Pike Cincinnati, OH 45227 USAbout Jeremy
Serving the Cincinnati area, Jeremy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jeremy works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I am happily married, and am blessed with two beautiful girls and a grandaughter. I grew up in the Madeira area and attended Moeller High School. When I am not helping clients, I enjoy spending time exercising and reading books.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
I have been in the Financial Services Industry for over 25 years, and I started at Fifth Third Securities in 2012.
Ohio University, Athens, OH
- Series 7
- Series 66
- Life Insurance
- CFP®
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.