Jeffrey Boardman has been Conflict Officer of The Huntington Investment since September 2023, is not listed as a control person, but directly owns under 5% of the firm.
The Huntington Investment Company is a Columbus, OH firm with $7.89B under management, 42,398 clients and 415 advisers across 788 offices, as of its August 2026 filing.
Jeffrey Boardman’s longest registration was 13 years at PNC Investments (2010–2023).
- Ameriprise Financial Services, LLCAlso current– present · under a yearColumbus, OH · Adviser representative · Firm CRD 6363
- PNC Investments– · 13 yearsCleveland, OH · Adviser representative · Firm CRD 129052
- Natcity Investments, Inc.– · 1 yearCleveland, OH · Adviser representative · Firm CRD 17490
Investment adviser representative registrations
Jeffrey Boardman is registered as an investment adviser representative in Ohio, since October 2026.
- OhioSince 16 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 27 November 2024 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 19 April 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2005 |
| Series 31 | Futures Managed Funds Examination | 10 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 1996 |
| Series 7 | General Securities Representative Examination | 8 October 1996 |
- Name
- Compliance Officer Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Michael Boardman
- CRD
- 2746492
- Firm
- The Huntington Investment · CRD 16986
- Role
- Conflict Officer
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Boardman work?
Jeffrey Boardman has been Conflict Officer of The Huntington Investment Company since September 2023.
Is Jeffrey Boardman a financial advisor?
Yes. Jeffrey Boardman has a current investment-adviser registration in Ohio.
How many years of experience does Jeffrey Boardman have?
Jeffrey Boardman has 26 years in the financial industry, since July 2000, across 4 adviser firms.
What exams has Jeffrey Boardman passed?
Jeffrey Boardman has passed 7 licensing exams: the Series 7, Series 63, Series 31, Series 65, Series 24, Series 99TO and Series 14. The earliest, the Series 7, was passed in October 1996. FINRA credited Jeffrey Boardman with the SIE, which began in October 2018.
Where was Jeffrey Boardman previously registered as an investment adviser?
Jeffrey Boardman has past investment-adviser registrations through Huntington Financial Advisors, May 2023 to October 2026; PNC Investments, March 2010 to May 2023; Natcity Investments, Inc., January 2005 to December 2006, across 4 firms.
Is Jeffrey Boardman registered with FINRA?
Yes. Jeffrey Boardman has a current broker registration, under CRD 2746492.
Source: FINRA BrokerCheck
How can I verify Jeffrey Boardman’s record?
Search CRD 2746492 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Boardman’s full registration record.
- Michael MiroballiPresident
- Stephen RichardsonChief Financial Officer
- Michael MiroballiChief Operating Officer
- Cynthia ForestaChief Compliance Officer
- Monica Vickman BallardSecretary
- Michael BrunnerROSFP
- Michael BrunnerMunicipal Principal
- Erica DuncanBoard Member
- Michael ErdelyiPrincipal Operations Officer
- Emily FergusonChief Technology Officer
- Melanie HamiltonPrincipal Financial Officer
- Melissa HoldingBoard Member
- Melissa HoldingDirector of Wealth Management
- Shawn Patrick LoughBoard Member
- Michael MiroballiBoard Member
- Stephen RichardsonFINOP
- Greg SmithAml Officer