Jay
Merrill

Capital Analysts

CRD#5719089
Investment Advisor
in Worcester, MA

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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

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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

Patrick Robinson
Braintree, MA
David Davodi
Phoenix, AZ
Robert Pryor
Amherst, MA
Jay Merrill
Worcester, MA
Ross Donaghay
Tucson, AZ
Jordan Perdigao
Littleton, MA
Michael Doyle
Amherst, MA
Susan Wanamaker
Beachwood, OH

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.

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