Years of Experience
5-20+ Years
ANN ARBOR, MI
18 Years Experience
1 Disclosures
ADVISOR BIO
Jay Duane Hokanson is a registered representative and investment advisor representative with First Heartland Consultants, Inc. Jay has been in the financial services industry since March 2007. Jay is licensed in multiple states and holds the Series 7, Series 63 and Series 66 securities licenses. Jay offers investment advisory services, portfolio management, and financial planning. Jay is also a licensed insurance agent and sells life insurance and annuities. Jay is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
ANN ARBOR, MI
0 Disclosures
ADVISOR BIO
Jeff Adron Cheek is an investment advisor representative registered with Palatine Hill Wealth Management, LLC. Jeff Adron Cheek is also registered as an investment advisor with the state of Michigan. Jeff Adron Cheek has been in the industry since 2011. Previously, Jeff Adron Cheek was registered with Telemus Investment Brokers, LLC. Jeff Adron Cheek has passed the Series 7 and Series 65 exams.
SPECIALIZATIONS
ANN ARBOR, MI
19 Years Experience
0 Disclosures
ADVISOR BIO
Jeffery Adams is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 17 years of experience in the financial services industry. Jeffery Adams has a Series 7, Series 31, and Series 66 license. Jeffery Adams is a registered investment advisor in Arizona, California, Florida, Illinois, Indiana, Massachusetts, Michigan, New Jersey, Tennessee, Texas, and Wisconsin.
SPECIALIZATIONS
ANN ARBOR, MI
0 Disclosures
ADVISOR BIO
Jeffrey Alan Imber is an investment advisor representative with Imber Wealth Advisors. He is registered with the state of Michigan as an Investment Advisor Representative. Jeffrey has been in the financial industry since 2003. He offers financial planning and portfolio management services to individuals and businesses. Jeffrey is a dedicated and experienced professional who is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
ANN ARBOR, MI
3 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Nichols is a Registered Representative and Investment Advisor Representative with over 8 years of experience in the financial services industry. Jeffrey Nichols is currently registered with SPC, based in Ann Arbor, MI. SPC is an SEC registered investment advisor. Prior to joining SPC, Jeffrey Nichols worked at Hanna Insurance & Financial Solutions and Parkland Securities LLC. Jeffrey Nichols holds the Series 66, Series 7TO, and SIE licenses. Jeffrey Nichols specializes in providing a variety of financial services to individual and institutional clients, including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
Ann Arbor, MI
12 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Thomas Radford is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since March 18, 2013. Jeffrey is registered in Florida, Georgia, Illinois, Michigan, Minnesota, and Ohio. Jeffrey holds the Series 66, SIE, and Series 7 licenses.
SPECIALIZATIONS
ANN ARBOR, MI
0 Disclosures
ADVISOR BIO
Jeffrey Bruce Ellis is a registered Investment Advisor Representative with Pinnacle Investment Advisors, LLC. Jeffrey Bruce Ellis is a licensed Investment Advisor Representative, specializing in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jeffrey Bruce Ellis is also a certified public accountant. Jeffrey Bruce Ellis has been in the financial services industry since 1998. He holds a Series 65 license. Pinnacle Investment Advisors, LLC has approximately $64,337,371 in regulatory assets under management. The firm also has approximately 60 accounts under management. The firm primarily serves high net worth individuals, pooled investment vehicles and pension and profit sharing plans.
SPECIALIZATIONS
ANN ARBOR, MI
23 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Self is an active investment advisor representative who has been in the industry since August 13, 2001. Jeffrey is currently registered with SPC in Texas and Michigan, and has previously worked for AXA ADVISORS, LLC, Woodbury Financial Services, Inc., and PRINCOR FINANCIAL SERVICES CORPORATION. Jeffrey specializes in providing financial planning, pension consulting, and educational seminars. Jeffrey is also an active health insurance agent.
SPECIALIZATIONS
Ann Arbor, MI
10 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Behm is a financial advisor with over 8 years of experience in the industry. Jennifer is currently registered with CG Advisory Services. Jennifer is also registered with LPL Financial LLC. Jennifer is a Series 66 and Series 7 licensed advisor and is registered with the states of Michigan, Texas and Virginia. Jennifer's professional background includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.
SPECIALIZATIONS
ANN ARBOR, MI
29 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Dawn Uhlar is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Jennifer has been in the financial services industry since 1994. Jennifer has a Series 7, Series 63, and Series 66 licenses. Jennifer also holds the SIE designation. Jennifer's previous employment history includes Fidelity Brokerage Services LLC, Allstate Financial Services, LLC, Comerica Securities, and Olde Discount Corporation. Jennifer works out of the Ann Arbor, Michigan branch office of Tiaa-Cref Individual & Institutional Services, LLC.
SPECIALIZATIONS
