Christopher JayCRD Number: 5477038
Current Firm: Doyle Wealth Management, Inc.
Christopher Jay (CRD# 5477038) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry. Christopher Jay 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Doyle Wealth Management, Inc.||St. Petersburg, FL||Jan 2016 - Current||2|
|Mercer Global Advisors Inc.||Tampa, FL||Jul 2015 - Nov 2015||< 1|
|Fidelity Brokerage Services LLC||Tampa, FL||May 2012 - Jul 2015||3|
|Fidelity Brokerage Services LLC||Vero Beach, FL||Apr 2011 - May 2012||1|
|Fidelity Brokerage Services LLC||St. Augustine, FL||Nov 2007 - Apr 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management846MILLIONS
Total Number of Accounts1,834ACCOUNTS
Average Account Value$461,264
- 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
CA, FL, GA, LA, NC, NE, NH, NJ, NM, NY, OH, SC, TN, TX, VA