Jay Weinstein, financial advisor Potomac MD

Jay Weinstein

CRD Number: 1783142
Current Firm: Wealthspire Advisors

Jay Weinstein (CRD# 1783142) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealthspire Advisors Potomac, MD Sep 2015 - Current 8
Highline Wealth Management, LLC Bethesda, MD Jan 2011 - Aug 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for Jay M. Weinstein
Phone Number: (212) 973-1200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    16,826
    MILLIONS
  • Total Number of Accounts
    7,920
    ACCOUNTS
  • Average Account Value
    $2,124,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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