Jay
Merrill
Capital Analysts
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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
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
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
Lincoln Investment Planning
Clifford & Rano Associates
Banner Life Insurance
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.
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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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