Chief Compliance Officer · Modell Capital Management LLC
Jake M. Powers
CRD 7870041 · Named on Form ADV at one SEC-registered adviser
At a glance
Modell Capital Management LLC, an SEC-registered wealth manager based in Bloomfield Hills, MI with $1.9 billion in regulatory assets, lists Jake M. Powers on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Modell Capital Management LLCChief Compliance OfficerWealth manager · Bloomfield Hills, MI · $1.9B in regulatory assets
AtlasMembers
Jake’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jeremy J. ModellMember/chief Executive Officer, Modell Capital Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.