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Jack William Mccloskey

VINTAGE FINANCIAL SERVICES LLC·ANN ARBOR, Michigan
Clean record12 years registeredVINTAGE FINANCIAL SERVICES LLC
2373 OAK VALLEY DRIVE SUITE 110, ANN ARBOR, MI 48103CRD# 6288026Firm CRD# 105271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack William Mccloskey · ANN ARBOR, MI
Registration
CRD #6288026 · VINTAGE FINANCIAL SERVICES LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Dec 2022 – present
VINTAGE FINANCIAL SERVICES LLC
Jan 2014 – Feb 2023
ANN ARBOR, MI
02

Registrations & Exams

Registration record
First registered · January 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VINTAGE FINANCIAL SERVICES LLC
CRD 105271 · SEC 801-23853
AUM
$771M
Regulatory assets under management
Employees
16
542 client accounts
Services offered by VINTAGE FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VINTAGE FINANCIAL SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Jack William Mccloskey offer?
Jack William Mccloskey specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Jack William Mccloskey's credentials?
Jack William Mccloskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack William Mccloskey located?
Jack William Mccloskey is based in ANN ARBOR, Michigan, working with VINTAGE FINANCIAL SERVICES LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Jack William Mccloskey charge for services?
Jack William Mccloskey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VINTAGE FINANCIAL SERVICES LLC?
VINTAGE FINANCIAL SERVICES LLC has approximately 16 employees and manages $771M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VINTAGE FINANCIAL SERVICES LLC

Franklin Shearer Moore
ANN ARBOR, MI

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