About this Advisor
Jack Steele is a financial advisor operating out of Flint, Michigan, with 19 years of work experience. Steele works at Spc. Over the course of their career, they have held roles at Axa Advisors, LLC, Sigma Financial Corporation and Sigma Planning Corporation. Steele maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Spc is an advisory business based out of Flint, Michigan. The investment advisory business has offices in 464 locations and a total of 705 employees. It handles $5 billion in assets across its 25,865 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,865 customer accounts, just 9% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Spc provides a wide assortment of services, such as 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. Fees for financial management usually vary depending on which service is offered. Fee types charged by Spc most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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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
Jack Steele Work History
Jack has 19 years of experience.
Sigma Financial Corporation
Sigma Planning Corporation
Axa Advisors, LLC
Jack Steele has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
Ann Arbor, MI
Costa Mesa, CA
Ann Arbor, MI
Fort Lauderdale, FL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.