JC
JC

Jeffrey David Cartwright

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

Curran, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent at GLP & Associates, selling life insurance and fixed/indexed annuities since 2022, dedicating nearly full-time hours to this role. He is also an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC since March 2024, actively managing advisory accounts.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
May 2024 - Present · 1 yr 9 mos
Glp Investment Services, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Glp Investment Services, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.