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Current Employers
Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-17
TX RA APPROVED_RES 2025-09-17
CA RA APPROVED 2025-04-18
IL RA APPROVED 2025-02-04
KY RA APPROVED 2024-06-11
FL RA APPROVED 2024-06-07
NC RA APPROVED 2024-06-04
SC RA APPROVED 2023-08-08
MI RA APPROVED 2023-05-18
OH RA APPROVED 2019-07-30
  • PA RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED_RES
    Since 2025-09-17
  • CA RA
    APPROVED
    Since 2025-04-18
  • IL RA
    APPROVED
    Since 2025-02-04
  • KY RA
    APPROVED
    Since 2024-06-11
  • FL RA
    APPROVED
    Since 2024-06-07
  • NC RA
    APPROVED
    Since 2024-06-04
  • SC RA
    APPROVED
    Since 2023-08-08
  • MI RA
    APPROVED
    Since 2023-05-18
  • OH RA
    APPROVED
    Since 2019-07-30

Branch Locations

36 West Main Street, Centerburg, OH 43011 • United States

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Boston MA 09/2002 06/2017
Strategic Advisers Philadelphia PA 09/2002 06/2017
The Huntington National Bank Mount Vernon OH 10/2017 06/2019
The Huntington Investment Company Columbus OH 01/2018 06/2019
Unemployed Mount Vernon OH 06/2017 10/2017
Cooper, Adel, Vu Financial Centerberg OH 07/2019 Present
Corecap Advisors, Llc Southfield MI 07/2019 Present
Corecap Investments, Llc Southfield MI 07/2019 Present
  • 09/2002 → 06/2017
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 09/2002 → 06/2017
    Strategic Advisers
    Philadelphia, PA
  • 10/2017 → 06/2019
    The Huntington National Bank
    Mount Vernon, OH
  • 01/2018 → 06/2019
    Columbus, OH
  • 06/2017 → 10/2017
    Unemployed
    Mount Vernon, OH
  • 07/2019 → Present
    Cooper, Adel, Vu Financial
    Centerberg, OH
  • 07/2019 → Present
    Corecap Advisors, Llc
    Southfield, MI
  • 07/2019 → Present
    Corecap Investments, Llc
    Southfield, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-15
  • S66 Uniform Combined State Law Examination
    2002-08-15
Other Names
  • Jeffrey Chad Jones
  • Jeff C Jones

View on SEC IAPD

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