Jay DouglasCRD Number: 3138473
Current Firm: Commonwealth Financial Network
Jay Douglas (CRD# 3138473) is an Investment Advisor Representative working at Commonwealth Financial Network in Chino, CA and has over 18 years of experience in the finance industry. Jay Douglas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|Commonwealth Financial Network||Waltham, MA||Apr 2009 - Current||8|
|Douglas & Athans Associates Wealth Management Group||San Luis Obispo, CA||Apr 2009 - Current||8|
|American Express Financial Advisors||Irvine, CA||Feb 2001 - Apr 2009||8|
|Ids Life Insurance Company||Irvine, CA||Feb 2001 - Apr 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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