Jack Fay, financial advisor Minneapolis MN

Jack Fay

CRD Number: 5586214
Current Firm: Oppenheimer & Company Inc.

Jack Fay (CRD# 5586214) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Minneapolis, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Minneapolis, MN Jan 2020 - Current 4
Unemployed Minneapolis, MN Nov 2019 - Dec 2019 < 1
Rbc Capital Markets, LLC Minneapolis, MN Apr 2018 - Oct 2019 1
Ehlers Investment Partners LLC Roseville, MN Sep 2012 - Apr 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
S63 Uniform Securities State Law Examination Nov 2018
Contact Info for Jack E. Fay
Phone Number: 212-668-8000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    27,451
    MILLIONS
  • Total Number of Accounts
    34,493
    ACCOUNTS
  • Average Account Value
    $795,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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