Jake
Powers

Clarkston Capital Partners, LLC

CRD#7870041
Investment Advisor
in Rochester, MI

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About this Advisor

Jake Powers is a financial advisor based in Rochester, Michigan, working with Clarkston Capital Partners, LLC. Jake has previously held positions at Clarkston Capital Partners, LLC and Stout Risus Ross. Jake is registered to provide services in Michigan. Currently, Jake is part of Clarkston Capital Partners, LLC, which operates out of Rochester, Michigan. The firm has 2 offices and 37 employees. The firm manages assets totaling $6.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Clarkston Capital Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

303 East Third St Suite 110
Rochester, MI 48307

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Clarkston Capital Partners, LLC Brokerage Details

Total Assets Under Management

$6,694,905,625

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

37

MI Average: 21
Total Number of Accounts

2,124

MI Average: 1,586
Average Account Size

$3,152,027

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jake Powers Work History

2014 - Present (10 years)

Clarkston Capital Partners, LLC

2010 - 2014 (4 years)

Stout Risus Ross

Disclosures

Please visit the SEC profile of Jake Powers 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 Clarkston Capital Partners, LLC

Matthew Rodgers
Rochester, MI
Rebecca Wagner
Paradise Valley, AZ
Alexander Strek
Bloomfield Hills, MI
Kurt Terrien
Rochester, MI
William Lee
Paradise Valley, AZ
Jeremy Modell
Bloomfield Hills, MI
Jake Powers
Rochester, MI
Cheryl Kassab
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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