AdvisorOS Directory
Claim Profile
Unclaimed Profile
SJ

Stephanie Kane Jackels

PHORCYS CAPITAL PARTNERS, LLC·ALPHARETTA, Georgia
PHORCYS CAPITAL PARTNERS, LLC
1720 WINDWARD CONCOURSE, ALPHARETTA, GA 30005CRD# 5928877Firm CRD# 285635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Kane Jackels · ALPHARETTA, GA
Registration
CRD #5928877 · PHORCYS CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Stephanie Kane Jackels is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with PHORCYS CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PHORCYS CAPITAL PARTNERS, LLC
PHORCYS CAPITAL PARTNERS, LLC
AUM
$166M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PHORCYS CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5928877
Firm CRD# 285635
View on FINRA BrokerCheck →

Looking for a financial advisor in ALPHARETTA?

Browse all registered financial advisors in ALPHARETTA, Georgia or claim this profile if it's yours.

Browse ALPHARETTA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephanie Kane Jackels offer?
Stephanie Kane Jackels specializes in Retirement Planning. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Stephanie Kane Jackels's credentials?
Stephanie Kane Jackels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Kane Jackels located?
Stephanie Kane Jackels is based in ALPHARETTA, Georgia, working with PHORCYS CAPITAL PARTNERS, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Stephanie Kane Jackels charge for services?
Stephanie Kane Jackels's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHORCYS CAPITAL PARTNERS, LLC?
PHORCYS CAPITAL PARTNERS, LLC has approximately 8 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PHORCYS CAPITAL PARTNERS, LLC

Eric Shahinian
ALPHARETTA, GA

More Advisors in ALPHARETTA, Georgia

Gregory Allan Rutherford
ELITE TAMP LLC·ALPHARETTA, GA
Gregory Vincent Gerhard
MERIT FINANCIAL GROUP, LLC·ALPHARETTA, GA
Ashley Marie Clack
QUADRANT REAL ESTATE ADVISORS LLC·ALPHARETTA, GA
Mark Waldon Hubbard
RENEW VC LLC·ALPHARETTA, GA
John Douglas Baxley
MERIT FINANCIAL GROUP, LLC·ALPHARETTA, GA
Joseph L Owenby
MERIT FINANCIAL GROUP, LLC·ALPHARETTA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1522)MARIETTA (59)ROSWELL (46)DULUTH (41)SAVANNAH (40)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)WATKINSVILLE (21)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile