Jay
Mcandrew

Columbia Management Investment Advisers, LLC

CRD#2265826
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jay Mcandrew is a financial advisor working out of Boston, Massachusetts, who has 10 years of professional experience. Mcandrew works at Columbia Management Investment Advisers, LLC. Mcandrew has gained experience at Alps Distributors Inc, Emerging Global Advisors and Columbia Management Investment Distributors Inc. Mcandrew maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Columbia Management Investment Advisers, LLC is a company that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in nine locations and a total of 994 advisors. It manages $359 billion in assets under management among its 4,312 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 49 charitable organizations. Of its 4,312 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Columbia Management Investment Advisers, LLC likely consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

225 Franklin Street
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$359,353,104,490

MA Average: $16,012,751,954
Total Number of Employees

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jay Mcandrew Work History

Jay has 10 years of experience.

2016 - Present (5 years)

Columbia Management Investment Distributors Inc

2010 - Present (11 years)

Alps Distributors Inc

2010 - Present (11 years)

Emerging Global Advisors

Disclosures

Jay Mcandrew has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Martin Courage
Boston, MA
Nathaniel Thompson
Boston, MA
Peter Oliphant
Seattle, WA
William Lamontagne
Boston, MA
Nicholas Salatino
Austin, TX
Kyle Signor
Boston, MA
Mary Dixon
Boston, MA
Lauren Crehan
Boston, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started