Unclaimed Profile

Jennifer Jean Steele

HUNTINGTON STEELE LLC·OAKS, Pennsylvania

Series 7, Series 66Clean record24 years registeredHUNTINGTON STEELE LLC

ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456CRD# 4467785Firm CRD# 126615

Profile Verification

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

Identity

Jennifer Jean Steele · OAKS, PA

Registration

CRD #4467785 · HUNTINGTON STEELE LLC · 24 years registered

Brand Profile

Not yet started

Career History

SEI INVESTMENTS MANAGEMENT CORP

Jan 2020 – present

HUNTINGTON STEELE LLC

May 2003 – Dec 2019

SEATTLE, WA

BANC OF AMERICA SECURITIES LLC

Dec 2001 – May 2003

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 18, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

HUNTINGTON STEELE LLC

CRD 126615 · SEC 801-62040

AUM

$765M

Regulatory assets under management

Employees

188 client accounts

Services offered by HUNTINGTON STEELE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HUNTINGTON STEELE LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Jean Steele offer?

Jennifer Jean Steele specializes in Financial Planning, Investment Management. Contact their office in OAKS, Pennsylvania for a consultation.

What are Jennifer Jean Steele's credentials?

Jennifer Jean Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Jean Steele located?

Jennifer Jean Steele is based in OAKS, Pennsylvania, working with HUNTINGTON STEELE LLC. Their office serves clients in the OAKS metropolitan area and surrounding communities.

How does Jennifer Jean Steele charge for services?

Jennifer Jean Steele'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 HUNTINGTON STEELE LLC?

HUNTINGTON STEELE LLC has approximately 5 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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