Jay
Jackley
Compass Capital Management Inc
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About this Advisor
Jay Jackley is a financial advisor operating out of Minneapolis, Minnesota with a total of 9 years of relevant experience. Jackley is currently employed by Compass Capital Management Inc. Over the course of their career, they have held roles at Merrill Lynch, Merrill Lynch, Pierce, Fenner & Smith Inc and Compass Capital Management. Jackley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota. Compass Capital Management Inc is a registered investment company that has its headquarters in Minneapolis, MN. It controls $2 billion in assets among its 1,466 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 1,466 customer accounts, 63% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors depend on which services are offered. However, fees billed by Compass Capital Management Inc most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Capital Management Inc Brokerage Details
$1,750,961,135
17
1,466
$1,194,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jay Jackley Work History
Jay has been registered as a financial advisor for 9 years.*
Compass Capital Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Jackley 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 Compass Capital Management Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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