Michael James Steele
Investment Adviser Representative at IMG Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael James Steele is an investment adviser representative with IMG Wealth Management, Inc. in Jacksonville, FL, where they have been registered since 2019. They have worked in the securities industry since 2016 and were previously registered with Virtue Capital Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Virtue Capital Management, LLCApr 2016 – Jan 2019Nashville, TN
- WTL Enterprises, LLCOct 2014 – Oct 2020Broomfield, CO
- IMG Wealth Management, Inc.Jan 2019 – no end date reportedJacksonville, FL
- Gerson Lehman Group Inc.Sep 2016 – Dec 2018New York, NY
- Legal ShieldOct 2010 – no end date reportedAda, OK
- Sergeant Capital Strategies, LLCNov 2021 – no end date reportedJacksonville, FL
- SOLE ProprietorOct 2020 – Nov 2021Jacksonville, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IMG Wealth Management, 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
- Fixed fee
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
Retirement Income Strategies, Wealth Management, IRA Legacy Planning, IRA/401(k) Rollovers, Asset Protection Strategies, Tax-Efficient Strategies, and Investments.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Jacksonville, FL
- SEC file number:
- 801-129719
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 16, 2026
View full firm profileOther advisors at IMG Wealth Management, Inc.
6 other advisors in the directory
Similar advisors in Jacksonville, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael James Steele 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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