Jay
Barish

Commonwealth Financial Network

CRD#4580494
Investment Advisor
in Raleigh, NC
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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

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5540 Centerview Drive Suite 310
Raleigh, NC 27606

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$80,973,209,717

NC Average: $16,012,751,954
Total Number of Employees

3,200

NC Average: 118
Total Number of Accounts

335,560

NC Average: 4,567
Average Account Size

$241,308

NC Average: $3,506,186

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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.

2013 - Present (6 years)

Murphy Matza Wealth Management

2011 - Present (8 years)

Commonwealth Financial Network

2011 - 2013 (2 years)

Symmetry Financial

2002 - 2011 (9 years)

American Express Financial Advisors

2002 - 2011 (9 years)

Ids Life Insurance Company

Disclosures

Jay Barish has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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