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Terrence Michael Jack

SUGAR MAPLE ASSET MANAGEMENT, LLC·SISTER BAY, Wisconsin
Series 6, Series 63Clean record10 years registeredSUGAR MAPLE ASSET MANAGEMENT, LLC
2580 S BAY SHORE DRIVE, SISTER BAY, WI 54234CRD# 2542035Firm CRD# 282632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence Michael Jack · SISTER BAY, WI
Registration
CRD #2542035 · SUGAR MAPLE ASSET MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

SUGAR MAPLE ASSET MANAGEMENT, LLC
Jan 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · January 14, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632 · SEC 801-126457
AUM
$215M
Regulatory assets under management
Employees
3
188 client accounts
Services offered by SUGAR MAPLE ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SUGAR MAPLE ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Terrence Michael Jack offer?
Terrence Michael Jack specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SISTER BAY, Wisconsin for a consultation.
What are Terrence Michael Jack's credentials?
Terrence Michael Jack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Michael Jack located?
Terrence Michael Jack is based in SISTER BAY, Wisconsin, working with SUGAR MAPLE ASSET MANAGEMENT, LLC. Their office serves clients in the SISTER BAY metropolitan area and surrounding communities.
How does Terrence Michael Jack charge for services?
Terrence Michael Jack's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUGAR MAPLE ASSET MANAGEMENT, LLC?
SUGAR MAPLE ASSET MANAGEMENT, LLC has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUGAR MAPLE ASSET MANAGEMENT, LLC

Jeremy Paul Schwab
SISTER BAY, WI
CFP

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Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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Research
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