Jay AhlbeckCRD Number: 1821237
Current Firm: Planning Capital Management Corp.
Jay Ahlbeck (CRD# 1821237) is an Investment Advisor Representative working at Planning Capital Management Corp. in Plainfield, NJ and has over 35 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Planning Capital Management Corp.||Plainfield, NJ||Jan 2005 - Current||18|
|Jda Associates||Plainfield, NJ||Oct 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Feb 1996|
Total Assets Under Management273MILLIONS
Total Number of Accounts856ACCOUNTS
Average Account Value$319,245
- 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
- Selection of other advisers (including private fund managers)
CA, FL, NC, NJ, PA
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