Jay Ambroson (CRD# 859012) is an Investment Advisor Representative working at Invictus Timing Service Ltd in Westbury, NY and has over 38 years of experience in the finance industry. Jay Ambroson 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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invictus Timing Service Ltd. | Westbury, NY | Jul 1986 - Current | 37 |
| Gould, Ambroson & Associates | Westbury, NY | Sep 1985 - Current | 38 |
| Gould, Ambroson & Associates Ltd. | Garden City, NY | Aug 1985 - Jul 2018 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management78MILLIONS
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Total Number of Accounts343ACCOUNTS
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Average Account Value$227,407
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Market timing services
FL, NJ, NY, PA, TX, VA
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