Investment Advisor
in Ann Arbor, MI

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About this Advisor

Brett Jackson is a certified financial planner in Ann Arbor, Michigan. Currently an advisor with Spc, they have accrued 11 years of work experience. Jackson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Jackson can act as an advisor in Michigan. The advisor has gained experience at Sigma Financial Corporation, Spc, Sammons Securities, Parkland Securities, Royal Alliance, Rehmann Financial and Rehmann Financial Network, LLC. Spc is located in Ann Arbor, Michigan, and has 463 locations across the country. Overall, Spc manages $4 billion in assets dispersed across 23,132 client accounts and employs more than 729 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 23,127 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Spc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management


MI Average: $943,424,332
Total Number of Employees


MI Average: 21
Total Number of Accounts


MI Average: 1,586
Average Account Size


MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brett Jackson Work History

Brett has 12 years of experience.

2017 - Present (3 years)

Sigma Financial Corporation

2017 - Present (3 years)


2017 - Present (3 years)

Parkland Securities

2017 - 2017 (< 1 year)

Rehmann Financial Network, LLC

2015 - 2017 (2 years)

Royal Alliance

2015 - 2017 (2 years)

Rehmann Financial

2014 - 2015 (1 year)

Parkland Securities

2012 - 2015 (3 years)


2008 - 2015 (7 years)

Sigma Financial Corporation

2008 - 2014 (6 years)

Sammons Securities


Brett Jackson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Craig Freund
Lisle, IL
Andrew Grimston
Allen Park, MI
Jeremy Fortin
Englewood, CO
Janet Rzewnicki
Wilmington, DE
Robert Wilber
Elyria, OH
Steven Belloli
East Lansing, MI
Broc Stradley
Ann Arbor, MI
Charles Milliken
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

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