Jonathan
Demoss
Advance Capital Management Inc
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About this Advisor
Jonathan Demoss is a chartered financial analyst based out of Southfield, Michigan who has 3 years of industry experience. Demoss is currently employed by Advance Capital Management Inc. Over the course of their career, they have held roles at Edward Jones, Wheaton College Athletic Department, Full-Time Education, Invesco Distributors, Inc, Invesco Advisers, Inc, Innovator Capital Management, LLC, Foreside Fund Services, LLC and Advance Capital Management, Inc. Demoss holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Advance Capital Management Inc is a registered investment company that has its headquarters in Southfield, MI. The investment advisory business has offices in four locations and a total of 54 financial advisors. It oversees $4 billion in assets under management among its 13,699 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 15 charitable organizations. Of its 13,699 customer accounts, just 14% belong to high-net-worth individuals who have at least $1 million in assets. Advance Capital Management Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which services are provided. Fee types charged by Advance Capital Management Inc most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advance Capital Management Inc Brokerage Details
$3,569,927,529
54
13,699
$260,598
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jonathan Demoss Work History
Jonathan has been registered as a financial advisor for 3 years.*
Advance Capital Management, Inc
Innovator Capital Management, LLC
Foreside Fund Services, LLC
Invesco Distributors, Inc
Invesco Advisers, Inc
Edward Jones
Wheaton College Athletic Department
Full-Time Education
*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 Jonathan Demoss 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 Advance Capital Management Inc
Southfield, MI
Dallas, TX
Grand Rapids, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, 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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