Jay Merrill (CRD# 5719089) is an Investment Advisor Representative working at Capital Analysts in Worcester, MA and has over 14 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 2931681
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Banner Life Insurance | Frederick, MD | May 2014 - Current | 9 |
| Lincoln Investment Planning | Wyncote, PA | Apr 2014 - Current | 10 |
| Clifford & Rano Associates | Worcester, MA | Apr 2014 - Current | 10 |
| American General Life Insurance Company | Houston, TX | Oct 2014 - Nov 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- MA
-
Total Assets Under Management7,096MILLIONS
-
Total Number of Accounts22,363ACCOUNTS
-
Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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