Jay
Mcandrew

Columbia Management Investment Advisers, LLC

CRD#2265826
Investment Advisor
in Boston, MA

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About this Advisor

Jay Mcandrew is a financial advisor who works out of Boston, Massachusetts, with a total of nine years of experience as a financial advisor. Mcandrew is currently employed by Columbia Management Investment Advisers, LLC. During their career, Mcandrew has held roles at Alps Distributors Inc, Emerging Global Advisors and Columbia Management Investment Distributors Inc. Mcandrew holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment firm based out of Boston, Massachusetts. The company has offices in nine locations and a total of 1,030 financial advisors. It administers $323 billion in assets between its 4,578 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 58 charitable organizations. Of its 4,578 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Columbia Management Investment Advisers, LLC performs a broad 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 vary depending on the type of services. Fees billed by Columbia Management Investment Advisers, LLC can include some combination 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

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

MA Average: 118
Total Number of Accounts

4,578

MA Average: 4,567
Average Account Size

$70,583,860

MA Average: $3,506,186

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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
  • Other

Jay Mcandrew Work History

Jay has 10 years of experience.

2016 - Present (4 years)

Columbia Management Investment Distributors Inc

2010 - Present (10 years)

Alps Distributors Inc

2010 - Present (10 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

John Babnik
Glencoe, IL
Jay Mcandrew
Boston, MA
Nicholas Moss
Brookfield, WI
Jeffrey Williams
Boston, MA
Isaiah Nelsen
Boston, MA
Megan Reilly
Boston, MA
Charles Wisniewski
Boston, MA
William Harrison
Madisonville, LA

This content was compiled from the SEC and FINRA.

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