Jay
Fishman

Jay A. Fishman, LTD

CRD#5315799
Investment Advisor
in Troy, MI

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About this Advisor

Jay Fishman is a financial advisor based in Troy, Michigan, working with Jay A. Fishman, LTD. Jay has previously held a position at Jay A. Fishman, LTD. Jay has passed the Series 65 regulatory exam and is registered to provide services in Florida and Michigan. Currently, Jay is part of Jay A. Fishman, LTD, which operates out of Troy, Michigan. The firm has 1 office and 8 employees. The firm manages assets totaling $959.1 million 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. The fee structure at Jay A. Fishman, LTD includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

901 Wilshire Drive Suite 555
Troy, MI 48084-4108

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Jay A. Fishman, LTD Brokerage Details

Total Assets Under Management

$959,093,701

MI Average: $943,424,332
Total Number of Employees

8

MI Average: 21
Total Number of Accounts

481

MI Average: 1,586
Average Account Size

$1,993,958

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jay Fishman Work History

1970 - Present (54 years)

Jay A. Fishman, LTD

Disclosures

Please visit the SEC profile of Jay Fishman 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 Jay A. Fishman, LTD

Eric Fishman
Troy, MI
Viorica Fuchs
Troy, MI
Todd Ifkovits
Troy, MI
Jay Fishman
Troy, MI

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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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.

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