JB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
181 clients
Average Client Portfolio
$969K average
Assets Under Management
$175.4M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the firm's main brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
236 1/2 E. Front St, Suite 17, Traverse City, MI, 49684
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jay is a partner and advisor at Independent Wealth Management, LLC. He is also an IAR with Rehmann Financial servicing clients jointly developed at Integrated Wealth Management with his former partners.
Employment History
Current Registrations
Independent Wealth Management, LLC
January 2011 - Present · 15 yrs
Rehmann Wealth
November 2010 - Present · 15 yrs 2 mos
Previous Registrations
Independent Wealth Management, LLC
March 2010 - December 2010 · 9 mos
State Registrations3 states
FLINMI
Advisor
Exams
No exam information available for this advisor.