JS
Jennie S. Spurlock
WILLIAM MACK & ASSOCIATES
Narragansett, RI
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CRD#: 6664949
JS
Professional summary
Jennie Sydeile Spurlock, CFP®, who also goes by Spurlock Sydeile Jennie, Jennie S Spurlock Rayfield, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Narragansett, Rhode Island.
Jennie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jennie has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Spurlock Sydeile Jennie | Jennie S Spurlock Rayfield
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.
Triple S Supply LLC, non-investment related, 7555 Highway 119 Sunray, TX 79086. Welding Supply Company, 25% owner as of December 2012. 1-5 hours devoted to business during non trading hours only. Duties include secretary for annual & board meetings. Jennie Spurlock Farms, non investment related, PO Box 840 Stratford, TX 79084. Agriculture production, 100% owner as of Feb 2008. 16-20 hours during non trading hours only. Duties include making finance, marketing & production decisions. N&M Spurlock LP, non-investment related, 12971 County Rd 17, Stratford, TX 79084. Agriculture production, 8.75% owner as of Sept 1999. 6-10 hours during non trading hours only. Duties include minority ownership and bookkeeping. Early Settlers Farm LLC, non investment related, PO Box 840 Stratford, TX 79084. Custom cattle feeding & hay production, 33% owner as of Feb 2016. 1-5 hours during non trading hours only. Secretary for annual & board meetings. - Spurlock Generations LLC, non investment related. PO Box 7 Stratford, TX 79084. Facilitates cotton harvest and process of ginning the cotton, 9.44% ownership as of April 2018. 1-5 hours per month during non trading hours. Secretary for annual & board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Jennie Sydeile Spurlock'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®
CFP®
Start date: 2017
Experience
Current
May 22, 2019 - Present
WILLIAM MACK & ASSOCIATES INC
Office #2: 1301 W. Long Lake Rd., Suite 115, Troy, MI 48098RIA
CRD#: 107377
Narragansett, RI
Past
July 1, 2016 - July 17, 2018
PLANTE MORAN FINANCIAL ADVISORS
RIA
CRD#: 112158
SOUTHFIELD, 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".
WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC
CRD#: 107377 / SEC#: 801-42259
RIA
Registered Investment Advisory firm - (9/3/1992 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(5/22/2019)
IAR
Rhode Island(10/28/2024)
IAR
Texas(5/22/2019)
Current Firm
WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC
CRD#: 107377 / SEC#: 801-42259
RIA
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Contact information
Main Address
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Mailing Address
Phone number
(248) 643-4310
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 983 |
| AUM (Assets Under Management) | $ 820,394,535 |
Red Flags
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