Jeremy J. Modell
Professional summary
Jeremy Joseph Modell, who also goes by J.j. Modell, is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Bloomfield Hills, Michigan.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeremy has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Joseph Modell's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 16, 2011 - Present
CLARKSTON CAPITAL PARTNERS, LLC
Office #1: 91 West Long Lake Road, Bloomfield Hills, MI 48304October 27, 2015 - December 31, 2018
ALPS DISTRIBUTORS, INC.
October 8, 2010 - September 26, 2011
R.H. BLUESTEIN & CO LLC
May 31, 1996 - June 8, 2001
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2024)
(11/16/2011)
(3/21/2012)
Exams
Current Firm
CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 6,769,151,197 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2025 | ||
| 09/06/2024 | ||
| 12/22/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
