Michael Steele has been an investment adviser representative at IMG Wealth Management since January 2019, and is not listed among the firm’s executive officers or direct owners.
Img Wealth Management, Inc. is a Jacksonville, FL firm with $210M under management, 710 clients and 7 advisers in one office, as of its February 2026 filing.
Mike Steele is a financial professional at IMG Wealth Management offering investment and insurance products and services. He began his career as a law enforcement supervisor in the Air Force before continuing in this field in the civilian world, and has years of experience in the finance industry.
Michael Steele’s longest registration is the current one, 7 years at IMG Wealth Management since 2019. Before joining IMG Wealth Management in 2019, Michael Steele was registered through Virtue Capital Management, LLC.
- Img Wealth Management, Inc.Current– present · 7 yearsJacksonville, FL · Adviser representative · Firm CRD 285966
- Virtue Capital Management, LLC– · 2 yearsWestminster, CO · Adviser representative · Firm CRD 167816
Investment adviser representative registrations
Michael Steele is registered as an investment adviser representative in Florida, since January 2019.
- FloridaSince 29 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael James Steele
- CRD
- 6634658
- Firm
- IMG Wealth Management · CRD 285966
- Office
- 8771 PERIMETER PARK CT., SUITE 102, Jacksonville, FL 32216
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- imgwealthmanagement.com
Where does Michael Steele work?
Michael Steele is an investment adviser representative registered through Img Wealth Management, Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Michael Steele a financial advisor?
Yes. Michael Steele has a current investment-adviser registration in Florida, through IMG Wealth Management since January 2019.
How many years of experience does Michael Steele have?
Michael Steele has 10 years in the financial industry, since May 2016, across 2 adviser firms.
What exams has Michael Steele passed?
Michael Steele passed the Series 65 in March 2016.
Where did Michael Steele work before IMG Wealth Management?
Before IMG Wealth Management, Michael Steele was registered through Virtue Capital Management, LLC, April 2016 to January 2019.
Where is Michael Steele based?
Michael Steele’s registered office is in Jacksonville, FL.
Is Michael Steele registered with FINRA?
No. Michael Steele has no current broker registration.
How can I verify Michael Steele’s record?
Search CRD 6634658 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Steele’s full registration record.