Jack Miceli (CRD# 5052430) is an Investment Advisor Representative working at Gwn Securities Inc. in Chelsea, MI and has over 10 years of experience in the finance industry.
I am committed to maintaining the highest standards of integrity and professionalism in relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
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Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
- Tax-reduction strategies
- Investment management, including stocks and mutual funds
- Retirement planning
- Estate planning and preservation
- Asset protection through insurance and annuity products
- College savings
- Life Insurance
- Disability
- Retirement benefits including 401K, 403B and 457
- IRA and Roth IRA's
Jack M. Miceli, CRC
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2021 - Current | 3 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Feb 2013 - May 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- MI
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Securities and Advisory Services offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. GWN Securities Inc, Jack M. Miceli, CRC and Miceli Financial Advisory Group are not affiliated companies.
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