Jay DesaiCRD Number: 1888390
Current Firm: Macro Advisors, Inc.
Jay Desai (CRD# 1888390) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 33 years of experience in the finance industry. Jay Desai 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.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Macro Advisors, Inc.||York, PA||Jun 2019 - Current||3|
|Macro Advisors, Inc.||York, PA||Feb 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1990|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management191MILLIONS
Total Number of Accounts1,299ACCOUNTS
Average Account Value$147,235
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MD, NH, NJ, PA, SC, TX
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