Columbia Management Investment Advisers, LLC
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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
Jay Mcandrew Work History
Jay has 10 years of experience.
Columbia Management Investment Distributors Inc
Alps Distributors Inc
Emerging Global Advisors
Jay Mcandrew has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC
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.