Jay Goldstein, financial advisor Brookline MA

Jay Goldstein

CRD Number: 1618182
Current Firm: Avantax Advisory Services

Jay Goldstein (CRD# 1618182) is an Investment Advisor Representative working at Avantax Advisory Services in Brookline, MA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Jay R Goldstein Cpa Inc. Newton, MA Jan 2008 - Current 13
H.d. Vest Advisory Services Newton, MA Oct 1996 - Current 24
H.d. Vest Investment Services Newton, MA Jan 1987 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Jay R. Goldstein
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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