Commonwealth Financial Network
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About this Advisor
Jay Barish is a certified financial planner located in Raleigh, North Carolina. Currently a registered advisor with Commonwealth Financial Network, Barish has 16 years of work experience as a financial advisor. Barish has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Barish is registered to operate based out of North Carolina. Throughout their career, they have worked at American Express Financial Advisors, Ids Life Insurance Company, Commonwealth Financial Network, Symmetry Financial and Murphy Matza Wealth Management. Commonwealth Financial Network is headquartered in Raleigh, North Carolina, and operates out of 1,090 offices throughout the country. As a registered investment advisory firm, Commonwealth Financial Network oversees $81 billion in assets dispersed across 335,560 client accounts and retains more than 3,200 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jay Barish Work History
Jay has 16 years of experience.
Murphy Matza Wealth Management
Commonwealth Financial Network
American Express Financial Advisors
Ids Life Insurance Company
Jay Barish has disclosures.
Please visit their SEC profile for more details.