Jeffrey Huebner has been Managing Member of Pointe Capital Management since April 2011, is a control person of the firm and directly owns 75% or more of it. Jeffrey Huebner holds an MBA from Ross School of Business, University of Michigan and a BA in Economics from Vanderbilt University.
Pointe Capital Management LLC is a Grosse Pointe Farms, MI firm with $452M under management, 188 clients and 5 advisers in one office, as of its March 2026 filing.
Jeffrey C. Huebner is Chief Executive Officer of Pointe Capital Management. He joined the firm in 2011 after eight years with Morgan Stanley Wealth Management in New York City, where as Executive Director he built and led the team serving the firm's most senior executives. Before that, he worked with Morgan Stanley as an Alternative Investment Product Specialist and as a VP at JPMorgan Private Bank in New York.
Jeffrey Huebner’s longest registration is the current one, 15 years at Pointe Capital Management since 2011. Before joining Pointe Capital Management in 2011, Jeffrey Huebner was registered through Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. Incorporated.
- – present · 15 yearsGrosse Pointe Farms, MI · Adviser representative · Firm CRD 152520
- Morgan Stanley Smith Barney LLC– · 1 yearNew York, NY · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 1 yearNew York, NY · Adviser representative · Firm CRD 8209
Professional designations
Listed by Pointe Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jeffrey Huebner is registered as an investment adviser representative in 2 states. The first approvals date from June 2011; the most recent is Texas, in December 2011.
- MichiganSince 29 June 2011
- TexasSince 2 December 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 6 February 2008 |
| Series 66 | Uniform Combined State Law Examination | 28 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 2004 |
| Series 7 | General Securities Representative Examination | 17 November 2004 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Charles Huebner
- CRD
- 2894119
- Firm
- Pointe Capital Management · CRD 152520
- Role
- Managing Member
- Office
- 102 KERCHEVAL AVENUE, SUITE 200, Grosse Pointe Farms, MI 48236
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pointecapitalmanagement.com
Where does Jeffrey Huebner work?
Jeffrey Huebner has been Managing Member of Pointe Capital Management LLC since April 2011, and is a control person of the firm.
Is Jeffrey Huebner a financial advisor?
Yes. Jeffrey Huebner has a current investment-adviser registration in Michigan and Texas, through Pointe Capital Management since June 2011.
How many years of experience does Jeffrey Huebner have?
Jeffrey Huebner has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Jeffrey Huebner passed?
Jeffrey Huebner has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 31. The earliest, the Series 7, was passed in November 2004.
Where did Jeffrey Huebner work before Pointe Capital Management?
Before Pointe Capital Management, Jeffrey Huebner was registered through Morgan Stanley Smith Barney LLC, June 2009 to April 2011; Morgan Stanley & Co. Incorporated, October 2007 to June 2009.
Where is Jeffrey Huebner based?
Jeffrey Huebner’s registered office is in Grosse Pointe Farms, MI.
Is Jeffrey Huebner registered with FINRA?
No. Jeffrey Huebner has no current broker registration.
Is Jeffrey Huebner a CFA charterholder?
Pointe Capital Management lists Jeffrey Huebner with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Jeffrey C. Huebner, CFA biography, pointecapitalmanagement.com
How can I verify Jeffrey Huebner’s record?
Search CRD 2894119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Huebner’s full registration record.