Jeffrey Stephen Self

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Spc
  Ann Arbor, MI
• 08/2014 → Present
  Parkland Securities, Llc
  Ann Arbor, MI

Previous Registrations

• 2008-12-24 → 2011-03-25
  Equitable Advisors, Llc
  Plano, TX
  Aubrey, TX

Other Businesses

HEALTH INSURANCE AGENT - Individual and Group Health Insurance Sales. Start date: 8/1/99, approximately 2 hrs/mo on health insurance and about 1 hr during securities trading hours. Do not solicit new health insurance business. Mainly referrals and maintaining existing health insurance clients. DBA - Self Financial Strategies, Krugerville, TX. Name used for my financial services business offered through Parkland Securities and SPC. Start date: 10/28/2025, approx. 200 hrs/mo with 75% during mkt hrs. INV REL: Y

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-23
• S63 Uniform Securities Agent State Law Examination
  1999-10-07

Other Names

• Jeffrey Stephen Self
• Jeff Stephen Self