Jay
Merrill

Capital Analysts

CRD#5719089
Investment Advisor
in Worcester, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jay Merrill is a financial advisor based in Worcester, Massachusetts, working with Capital Analysts. Jay has previously held positions at Lincoln Investment Planning, Clifford & Rano Associates, Banner Life Insurance, and American General Life Insurance Company. Jay has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Jay is part of Capital Analysts, which operates out of Worcester, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

57 Cedar Street
Worcester, MA 01609

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.

Capital Analysts Brokerage Details

Total Assets Under Management

$7,095,906,836

MA Average: $15,833,994,310
Total Number of Employees

705

MA Average: 41
Total Number of Accounts

22,363

MA Average: 3,342
Average Account Size

$317,306

MA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jay Merrill Work History

2014 - Present (10 years)

Lincoln Investment Planning

2014 - Present (10 years)

Clifford & Rano Associates

2014 - Present (10 years)

Banner Life Insurance

2014 - 2022 (8 years)

American General Life Insurance Company

Disclosures

Please visit the SEC profile of Jay Merrill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Analysts

Jay Merrill
Worcester, MA
Ross Donaghay
Tucson, AZ
Robert Pryor
Amherst, MA
David Davodi
Phoenix, AZ
Patrick Robinson
Braintree, MA
Brett Kubiak
Worcester, MA
Jordan Perdigao
Littleton, MA
Dale Breault
Feeding Hills, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the 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