Jeffrey C. Huebner

POINTE CAPITAL MANAGEMENT LLC

Grosse Pointe Farms, MI 48236

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CRD#: 2894119

Professional summary

Jeffrey Charles Huebner, who also goes by Jeff Huebner, Jeffrey Huebner, is a registered financial advisor currently at POINTE CAPITAL MANAGEMENT LLC located in Grosse Pointe Farms, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 4 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Huebner | Jeffrey Huebner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JACK OF CLUBS LLC (4/2014) IS LOCATED IN GROSSE POINTE, MI AND ITS BUSINESS INVOLVES THE REGISTRANT'S PRIVATE REAL ESTATE HOLDINGS. REGISTRANT DEVOTES LESS THAN 1% OF HIS TIME TO THIS BUSINESS AND IT INVOLVES NO TIME DURING MARKET HOURS. THESE ACTIVITIES ARE NOT CONDUCTED AT THE ADVISER'S PLACE OF BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Charles Huebner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2011 - Present

POINTE CAPITAL MANAGEMENT LLC

Office #1: 102 Kercheval Avenue Suite 200, Grosse Pointe Farms, MI 48236

RIA

CRD#: 152520

Grosse Pointe Farms, MI

Past

June 1, 2009 - April 21, 2011

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

June 1, 2009 - April 21, 2011

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

October 1, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

August 15, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

November 18, 2004 - August 20, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

May 18, 1999 - August 5, 2002

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POINTE CAPITAL MANAGEMENT LLC

AFFINITY WEALTH SERVICES, LLC | POINTE CAPITAL MANAGEMENT LLC

CRD#: 152520 / SEC#: 801-70983

RIA

Registered Investment Advisory firm - (1/19/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(6/29/2011)

IAR

Texas
(12/2/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 2/6/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/17/2004

General Securities Representative Examination

Current Firm

POINTE CAPITAL MANAGEMENT LLC

AFFINITY WEALTH SERVICES, LLC | POINTE CAPITAL MANAGEMENT LLC

CRD#: 152520 / SEC#: 801-70983

RIA

Registered Investment Advisory firm - (1/19/2010 Approved)

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Contact information

Main Address

102 Kercheval Avenue Suite 200, Grosse Pointe Farms, MI 48236

Mailing Address

Phone number

(313) 882-7100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POINTE CAPITAL MANAGEMENT ADV 2A MARCH 2025 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	437
AUM (Assets Under Management)	$ 437,163,000

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.

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Firm Stability Insights

Jeffrey C. Huebner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Charles Huebner's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

J.P. MORGAN SECURITIES INC.

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

POINTE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2007

Series 63

Date: 12/7/2004

Series 31

Date: 2/6/2008

Series 7

Date: 11/17/2004

Current Firm

POINTE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POINTE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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