Jeffrey Charles Huebner
Investment adviser representative at Pointe Capital Management LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$452.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Pointe Capital Management, LLCJun 2011 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Pointe Capital Management LLC
$452.3MAssets managed
188Clients
6Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2894119
- Firm CRD
- 152520