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Jennie Sydeile Spurlock

Investment Adviser Representative at William MACK & Associates Inc

Troy, MICRD #6664949Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
1

Professional summary

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

Jennie Sydeile Spurlock is an investment adviser representative with William MACK & Associates Inc in Troy, MI, where they have been registered since 2019. They have worked in the securities industry since 2017 and were previously registered with Plante Moran Financial Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan, Rhode Island, and Texas.

Office

1301 W. Long Lake Rd., Suite 115
Troy, MI 48098

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan, Rhode Island, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/29/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

William MACK & Associates IncCurrent
5/22/2019 – Troy, MI
Plante Moran Financial Advisors
7/1/2016 – 7/17/2018Southfield, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Plante Moran Financial Advisors
    Aug 2014 – Jul 2018Southfield, MI
  2. William Mack & Associates, Inc.
    Apr 2019 – no end date reportedTroy, MI
  3. Spurlock Farms Too
    Aug 2018 – Apr 2019Stratford, TX

Official records & sources

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

About William MACK & Associates Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

WMA offers a comprehensive range of financial planning services including retirement planning, wealth advocacy, investment management, special needs planning, Social Security and Medicare guidance, coordinated planning, charitable gifting, cash flow planning, employee pension plans, retirement savings for employee groups, annuities, life insurance, long-term care disability and critical illness insurance, health insurance and group health benefits, and retirement plans for business owners.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Fiduciary AdviceFee-onlyRetirement PlanningInvestment ManagementWealth ManagementSpecial Needs PlanningSocial SecurityMedicareCharitable GiftingCash Flow PlanningLife Insurance+3 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
7
Main office:
Troy, MI
Founded:
1992
SEC file number:
801-42259

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

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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. Jennie Sydeile Spurlock 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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