Jacob
Junglas

Hantz Financial Services, Inc

CRD#6481832
Investment Advisor
in Okemos, MI

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About this Advisor

Jacob Junglas is a financial advisor working out of Okemos, Michigan with a total of 7 years of relevant experience. Junglas works at Hantz Financial Services, Inc. During their career, Junglas has held roles at Hantz Group, Msu Nscl, Hantz Farms and Michigan State University. Junglas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Hantz Financial Services, Inc is an advisory firm that has its headquarters in Southfield, MI. The firm has offices in 19 locations and a total of 355 financial advisors. It administers $5 billion in total assets among its 90,199 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 198 charities and foundations. Of its 90,199 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is provided. Fee types billed by Hantz Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3450 Alaiedon Parkway
Okemos, MI 48864

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Hantz Financial Services, Inc Brokerage Details

Total Assets Under Management

$4,901,997,615

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

355

MI Average: 21
Total Number of Accounts

90,199

MI Average: 1,586
Average Account Size

$54,346

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jacob Junglas Work History

Jacob has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Hantz Group

2015 - 2015 (< 1 year)

Msu Nscl

2015 - 2015 (< 1 year)

Hantz Farms

2012 - 2015 (3 years)

Msu Nscl

2012 - 2015 (3 years)

Michigan State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Junglas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hantz Financial Services, Inc

Michael Luna
Clinton Township, MI
Jay Birchmeier
Southfield, MI
Dustin Rudder
Southfield, MI
Meghan Koths
Taylor, MI
Paul Sassin
Saginaw, MI
Michael Turner
Ann Arbor, MI
Kevin Torresan
Clinton Township, MI
Gregory Stewart
Tecumseh, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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