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Jack William Mccloskey

VINTAGE FINANCIAL SERVICES LLC·ANN ARBOR, Michigan
Clean recordVINTAGE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jack William Mccloskey is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with VINTAGE FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VINTAGE FINANCIAL SERVICES LLC
VINTAGE FINANCIAL SERVICES LLC
AUM
$771M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at VINTAGE FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6288026
Firm CRD# 105271
View on FINRA BrokerCheck →

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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

Candace Louise Kinsler
ANN ARBOR, MI
Franklin Shearer Moore
ANN ARBOR, MI

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