Morgan Stanley
47yrs
Top advisor by experience in Bloomfield Hills
3yrs
Based in Bloomfield Hills, Michigan, Jake Powers is a financial advisor with 3 years of industry experience. Jake has been with Modell Capital Management since 2025; before that, Jake spent two years at Clarkston Capital Partners. Jake holds the CFA designation.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office91 W. Long Lake Road, Bloomfield Hills, MI 48304
How the firm is paid ?Percent of assets
Typical client at the firm ?$4.88 million
Advisors at the firm3
States licensed ?1 state
Services through Modell Capital Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Dec 2025 – nowModell Capital Management LLCCurrent firm
- Feb 2024 – Feb 2026Clarkston Capital Partners, LLCPreviously
Contact Jake
(248) 723-8000Modell Capital Management main office 91 W. Long Lake RoadBloomfield Hills, MI 48304Office · Get directions
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jake
How do I contact Jake?
Call Modell Capital Management at (248) 723-8000 and ask for Jake Powers. Jake works from the Bloomfield Hills, MI office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jake hold?
No exams are listed on the official record.
Is Jake a fiduciary?
Jake is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jake paid?
Modell Capital Management reports being paid by a percentage of the assets they manage. Ask Jake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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