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Jeffrey Charles Huebner

Investment Adviser Representative at POINTE CAPITAL MANAGEMENT LLC

Grosse Pointe Farms, MICRD #2894119Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Charles Huebner has worked in the securities industry since 2007. They have passed the Series 66, 63, 31, and 7 examinations. They are registered to provide investment advisory services in Michigan and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MichiganTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/28/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 12/7/2004
Series 31
Futures Managed Funds Examination
Passed 2/6/2008
Series 7
General Securities Representative Examination
Passed 11/17/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $5,000,0001.00%
$5,000,001 - $10,000,0000.80%
$10,000,001 - $20,000,0000.75%
Above $20,000,0010.00%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Pointe Capital Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

POINTE CAPITAL MANAGEMENT LLCCurrent
6/29/2011Grosse Pointe Farms, MI
MORGAN STANLEY SMITH BARNEY LLC
6/1/20094/21/2011New York, NY
MORGAN STANLEY & CO. INCORPORATED
10/1/20076/1/2009New York, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View POINTE CAPITAL MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Charles Huebner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jeffrey Charles Huebner - Financial Advisor in Grosse Pointe Farms, MI | AdvisorFinder