JB
Jeffrey R. Brick
BRICK CAPITAL MANAGEMENT
East Lansing, MI 48823
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CRD#: 4502484
JB
Professional summary
Jeffrey Reed Brick, CFA is a registered financial advisor currently at BRICK CAPITAL MANAGEMENT INC located in East Lansing, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffrey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
JEFFREY BRICK IS A VICE PRESIDENT OF BRICK & ASSOCIATES, INC. THIS RELATED COMPANY PROVIDES ASSET LIABILITY MANAGEMENT SOFTWARE AND CONSULTING SERVICES TO FINANCIAL INSTITUTIONS. THE COMPANIES SHARE OFFICES AT 1400 ABBOT ROAD, SUITE 105, EAST LANSING, MI 48823. JEFFREY HAS BEEN A VICE PRESIDENT AT BRICK & ASSOCIATES SINCE JULY 1995. THE APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO BRICK & ASSOCIATES IS 34. THE APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO BRICK & ASSOCIATES DURING TRADING HOURS IS 34. THOSE DUTIES INVOLVE: ASSET LIABILITY MANAGEMENT CONSULTING AND CREDIT UNION RESEARCH.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Reed Brick'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®
Experience
Current
April 4, 2012 - Present
BRICK CAPITAL MANAGEMENT INC
Office #1: 1400 Abbot Road, Ste 105, East Lansing, MI 48823RIA
CRD#: 107600
East Lansing, MI
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".
BC
BRICK CAPITAL MANAGEMENT INC
BRICK CAPITAL MANAGEMENT INC
CRD#: 107600 / SEC#: 801-42564
RIA
Registered Investment Advisory firm - (10/29/1992 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(4/4/2012)
Exams
Current Firm
BC
BRICK CAPITAL MANAGEMENT INC
BRICK CAPITAL MANAGEMENT INC
CRD#: 107600 / SEC#: 801-42564
RIA
Registered Investment Advisory firm - (10/29/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Abbot Road, Ste 105, East Lansing, MI 48823
Mailing Address
Phone number
(517) 332-7700
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 2,662,700,000 |
Red Flags
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Company Information
BRICK CAPITAL MANAGEMENT INC
CRD#: 107600East Lansing, MI 48823TRUST BUT VERIFY
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