Unclaimed Profile

Jason Raymond Steeno

CORECAP ADVISORS, LLC·SOUTHFIELD, Michigan

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Series 99TOClean record23 years registeredCORECAP ADVISORS, LLC

27777 FRANKLIN ROAD, SOUTHFIELD, MI 48034CRD# 2733742Firm CRD# 158819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Raymond Steeno · SOUTHFIELD, MI

Registration

CRD #2733742 · CORECAP ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CORECAP ADVISORS

Mar 2020 – present

REGAL ADVISORY SERVICES, INC.

Sep 2019 – Apr 2020

Orlando, FL

SCOTTRADE INVESTMENT MANAGEMENT

Mar 2014 – Dec 2017

SAINT LOUIS, MO

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2006 – Oct 2012

SCHAUMBURG, IL

TD AMERITRADE, INC.

Jun 2003 – Oct 2012

SCHAUMBURG, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · June 26, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORECAP ADVISORS, LLC

CRD 158819 · SEC 801-72687

AUM

$2.5B

Regulatory assets under management

Employees

118

8,713 client accounts

Services offered by CORECAP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CORECAP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Raymond Steeno offer?

Jason Raymond Steeno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Jason Raymond Steeno's credentials?

Jason Raymond Steeno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Raymond Steeno located?

Jason Raymond Steeno is based in SOUTHFIELD, Michigan, working with CORECAP ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Jason Raymond Steeno charge for services?

Jason Raymond Steeno's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORECAP ADVISORS, LLC?

CORECAP ADVISORS, LLC has approximately 118 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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