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Jason Douglas Maclean

C2 Private Wealth

Novi, MI

Bloomfield Hills, MI

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Current Employers
C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-02-21
  • MI RA
    APPROVED
    Since 2023-02-21

Branch Locations

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

36800 Woodward Avenue Suite 101, Bloomfield Hills, MI 48304 • 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
Flexible Plan Investments Bloomfield Hills MI 07/2016 05/2017
Global Financial Private Capital, Llc Sarasota FL 06/2017 06/2019
Assetmark Financial, Inc. Chicago IL 04/2019 01/2023
Assetmark Brokerage, Llc Chicago IL 05/2019 01/2023
Strategic Investment Advisors, Llc Livonia MI 02/2023 Present
Senior Planning Advisors, Llc Levonia MI 01/2023 Present
  • 07/2016 → 05/2017
    Flexible Plan Investments
    Bloomfield Hills, MI
  • 06/2017 → 06/2019
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 04/2019 → 01/2023
    Assetmark Financial, Inc.
    Chicago, IL
  • 05/2019 → 01/2023
    Assetmark Brokerage, Llc
    Chicago, IL
  • 02/2023 → Present
    Strategic Investment Advisors, Llc
    Livonia, MI
  • 01/2023 → Present
    Senior Planning Advisors, Llc
    Levonia, MI
Previous Registrations
  • 2019-06-11 → 2023-01-10
    Assetmark, Inc.
    Chicago, IL
    Concord, CA
  • 2018-07-30 → 2019-06-07
    Global Financial Private Capital, Inc.
    Greenwood Village, CO
    Sarasota, FL
Other Businesses

Senior Planning Advisors, LLC; Investment related; Livonia, MI; Insurance Sales; Insurance Agent; started 01/2023; Approximately 40% of time.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-06
S65 Uniform Investment Adviser Law Examination 2018-07-28
  • S63 Uniform Securities Agent State Law Examination
    2020-03-06
  • S65 Uniform Investment Adviser Law Examination
    2018-07-28

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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