Gregory JasickCRD Number: 4634755
Current Firm: Spc
Gregory Jasick (CRD# 4634755) is an Investment Advisor Representative working at Spc in Grand Rapids, MI and has over 14 years of experience in the finance industry.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|Sigma Financial Corporation||Ann Arbor, MI||Jan 2015 - Current||2|
|Sigma Planning Corporation||Ann Arbor, MI||Jan 2015 - Current||2|
|Jasick And Associates, LLC||Grand Rapids, MI||Jul 2007 - Current||10|
|Hbw Advisory Services LLC||Simi Valley, CA||Jan 2010 - Dec 2014||4|
|Hbw Securities LLC||Simi Valley, CA||Jan 2006 - Dec 2014||8|
|Hbw Insurance & Financial Services, Inc.||Grand Rapids, MI||Sep 2003 - Dec 2014||11|
|Cpr Investments LLC||Sterling Heights, MI||Jul 2007 - Jan 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management1,987MILLIONS
Total Number of Accounts11,707ACCOUNTS
Average Account Value$169,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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