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Jacob Jeffery Klocek

Advisor at Fidelity — Flushing, MI

Updated today

Credentials

Series 66

Experience

7 years

Location

Flushing, MI

Fidelity logo

Fidelity

Institution

Total advisors

17,137

Across 1,881 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Jacob Klocek is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities and Bankers Life & Casualty. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Flushing, MI

Flushing MI

Advisors at this office

1

Most active in

Michigan

Work history

7 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2021 - Present • 5 years

Covington, KY

Bankers Life Securities

2019 - 2021 • 2 years

Clarkston, MI

Bankers Life & Casualty

2018 - 2021 • 3 years

Clarkston, MI

Applebees

2016 - 2018 • 2 years

Fenton, MI

Cleary University

2014 - 2018 • 4 years

Howell, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the sole advisor at Faithful Steward Wealth Management, Inc. in New Lothrup, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Faithful Steward Wealth Management since 2011, following roles at Creative Financial Designs, Inc. and G. A. Repple & Company. Outside of advisory work, he serves as treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management primarily serves individual investors and charitable clients, offering portfolio management, third-party adviser recommendations, and retirement account management. The firm utilizes multiple portfolio platforms, including an actively managed equities and options platform and a faith-based mutual fund platform, combining fundamental and technical analysis with both active and passive strategies.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Kenneth S

Series 65

Grand Blanc, MI

Retirement Capital Services LLC

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop, LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients by providing portfolio management and financial planning. The firm employs diverse investment strategies, including options and alternative vehicles, and typically manages accounts on a discretionary basis with quarterly reporting.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning
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Jacob L

Series 65

Grand Blanc, MI

Wealth for You Financial, LLC

Jacob Loucks is a financial advisor with Wealth for You Financial, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.

General retirement planning General tax planning Cash flow / budgeting
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Gage H

Series 65

Grand Blanc, MI

Wealth for You Financial, LLC

Gage Harris is a financial advisor at Wealth for You Financial, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Barnett Financial & Tax, Titan Wealth Advisors, and Rochester Christian University. Outside of his financial advisory role, he teaches piano lessons on a flexible schedule. Wealth for You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm implements investment strategies through model portfolios and third-party sub-advisers, with a distinctive structure that integrates insurance and tax services under common ownership.

General retirement planning General tax planning Cash flow / budgeting
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Parker B

Series 65

Grand Blanc, MI

Wealth for You Financial, LLC

Parker Barnett is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Wealth For You Financial, LLC and also owns Barnett Financial & Tax, where he operates as an independent insurance agent. Outside of financial advising, he is the owner of Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm employs model portfolios and third-party sub-advisers to align investments with client objectives and risk tolerances, and also has affiliated insurance and tax services under common ownership.

General retirement planning General tax planning Cash flow / budgeting
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Edward I

CFP®, Series 65, Series 66, Series 63

Swartz Creek, MI

Security First Financial

Edward Irwin is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Security First Financial, where he has worked since 2025. Prior to this, he held roles at Reliable Planning LLC, Thrivent Investment Management Inc., and IGO Capital Management, Inc. Outside of advising, he is involved in publishing and business consulting through his ownership of Reliable Portfolio, LLC and Reliable Planning LLC. Security First Financial provides personalized investment management to individuals, families, businesses, and nonprofit organizations, managing approximately $299 million in assets. The firm operates on a fee-only basis, primarily investing in no-load mutual funds, ETFs, and certificates of deposit, and is noted for its unusually high client-to-advisor ratio.

Wealth management
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