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Jeremy Joseph Modell

Clarkston Capital Partners, LLC

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About Jeremy Joseph Modell

Jeremy Joseph Modell is an investment advisor representative at Clarkston Capital Partners, LLC and has been in the industry since May 1996. Jeremy is registered in Arizona, Michigan, and Texas. He is licensed to provide investment advice and services to individuals, families, and institutions. He specializes in providing financial planning, portfolio management, and investment advisory services. Prior to joining Clarkston Capital Partners, LLC, Jeremy worked at ALPS Distributors, Inc. and Salomon Smith Barney Inc. Jeremy holds a Series 6, 7, and 63 licenses.

Firm Information

Jeremy Modell is currently registered with Clarkston Capital Partners, LLC. Clarkston Capital Partners, LLC is an investment advisor headquartered in Rochester, MI. The firm manages assets for individuals, high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, and other entities. Clarkston Capital Partners offers portfolio management services for a variety of client types, including individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Clarkston Capital Partners, LLC

303 EAST THIRD ST

ROCHESTER, MI 48307

$6.69B

Assets Under Management

3

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Modell’s Registration & Firm History

MI

03/21/2012 - Present

Clarkston Capital Partners, LLC (Bloomfield Hills MI)

MI

10/27/2015 - 12/31/2018

ALPS DISTRIBUTORS, INC. (BLOOMFIELD HILLS MI)

NY

05/31/1996 - 06/08/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/23/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Joseph Modell.
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