Unclaimed Profile

Jennifer Jean Steele

HUNTINGTON STEELE LLC·OAKS, Pennsylvania

HUNTINGTON 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

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jennifer Jean Steele is a registered financial advisor based in OAKS, Pennsylvania, affiliated with HUNTINGTON STEELE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HUNTINGTON STEELE LLC

AUM

$765M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HUNTINGTON STEELE LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4467785

Firm CRD# 126615

View on FINRA BrokerCheck →

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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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