Jack D. Steinhilber

AGILE INVESTMENTS

Asheville, NC 28801

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CRD#: 4245837

Professional summary

Jack Daniel Steinhilber JR., who also goes by J.d. Steinhilber, Jack Daniel Steinhilber, is a registered financial advisor currently at AGILE INVESTMENTS located in Asheville, North Carolina.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jack has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J.d. Steinhilber | Jack Daniel Steinhilber

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 Steinhilber manages the Agile Income Fund, LLC, a private real estate lending fund.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Daniel Steinhilber JR.'s 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

December 5, 2018 - Present

AGILE INVESTMENTS

Office #1: 19 Rankin Avenue Ste 124, Asheville, NC 28801

RIA

CRD#: 132924

Asheville, NC

Past

April 11, 2016 - August 24, 2018

AGILE INVESTMENTS

RIA

CRD#: 132924

ASHEVILLE, NC

Past

November 30, 2006 - January 24, 2007

WESTEND ADVISORS, LLC

RIA

CRD#: 133279

CHARLOTTE, NC

Past

October 6, 2004 - March 30, 2016

AGILE INVESTMENTS

RIA

CRD#: 132924

NASHVILLE, TN

Past

January 23, 2004 - August 31, 2004

POWELLJOHNSON

RIA

CRD#: 122956

NASHVILLE, TN

Past

August 8, 2003 - January 13, 2004

POWELLJOHNSON

RIA

CRD#: 122956

NASHVILLE, TN

Past

April 7, 2003 - August 31, 2004

POWELLJOHNSON

CRD#: 122956

NASHVILLE, TN

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

North Carolina
(12/5/2018)

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: 8/7/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/2003

General Securities Representative Examination

Current Firm

AGILE INVESTMENTS

AGILE ENTERPRISES, LLC | STEINHILBER ENTERPRISES, INC. | AGILE INVESTMENTS

CRD#: 132924 / SEC#: 801-68900

RIA

Registered Investment Advisory firm - (3/30/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (10/12/2018 Approved)

Tennessee

Registered Investment Advisory firm - (9/23/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

19 Rankin Avenue Ste 124, Asheville, NC 28801

Mailing Address

Phone number

(615) 260-3845

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 23,820,124

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2024	Cover Page	Report

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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Jack D. Steinhilber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Daniel Steinhilber JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

AGILE INVESTMENTS

AGILE INVESTMENTS

WESTEND ADVISORS, LLC

AGILE INVESTMENTS

POWELLJOHNSON

POWELLJOHNSON

POWELLJOHNSON

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2003

Series 7

Date: 4/3/2003

Current Firm

AGILE INVESTMENTS

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AGILE INVESTMENTS

TRUST BUT VERIFY

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