Jack
Steele

Spc

CRD#4441152
Investment Advisor
in Flint, MI

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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

Series 66

Years of Experience

19 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

Disclosures

Yes

Office Location

G3526 Miller Road Ste B
Flint, MI 48507

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

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

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

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

Jack Steele Work History

Jack has 19 years of experience.

2017 - Present (4 years)

Sigma Financial Corporation

2017 - Present (4 years)

Sigma Planning Corporation

2001 - 2017 (16 years)

Axa Advisors, LLC

Disclosures

Jack Steele has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Caleb Thompson
Ann Arbor, MI
Jeremy Fortin
Englewood, CO
Craig Brooks
Littleton, CO
Joseph Warsecke
Plymouth, MI
Eric Salvio
Costa Mesa, CA
Edward Tawney
Ann Arbor, MI
Craig Freund
Lisle, IL
Mikel Rosenberry
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

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.

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