J. D. SEIBERT & COMPANY, INC.

Broker-DealerFINRA MemberEst. 1979
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
7884
Registered since
March 27, 1979

Firm profile

FINTRX

Overview

J. D. Seibert & Company, Inc. appears as an individually owned corporate adviser that registered with the SEC in 1979. The firm’s FINTRX profile is sparse: it is categorized as “unclassified,” is not identified as a capital allocator, and is not listed as an active ESG investor. FINTRX also indicates the adviser is not a multi-state adviser, not newly formed, and does not serve in a pension consultant or related-adviser capacity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • KATHLEEN SCHICKEL

    Independent ContractorCRD 3256307

  • Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

Contacts

3 of 4
  • SCOTT SEIBERT

    CRD 2096860

  • JOHN SEIBERT

    PrincipalCRD 418105

  • SHIRLEY JONES

    CRD 1347254

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
20 W 9th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth