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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Alan Murray is a financial advisor with Belpointe Asset Management LLC and has been with them since January 2019. Jay Alan Murray holds the Series 63, 65, 7, 24 and SIE licenses. Jay Alan Murray has been in the financial services industry since June 1989. Before Belpointe Asset Management LLC, Jay Alan Murray was with GENEOS WEALTH MANAGEMENT, INC. for 14 years. Jay Alan Murray also has experience with PRIME CAPITAL SERVICES, INC. and SCHNEIDER SECURITIES, INC. Jay Alan Murray specializes in College Planning and Tuition Consulting Strategies and is the founder and president of SOLUTIONS FOR TUITION, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
01/02/2019 - Present
Belpointe Asset Management LLC (Lone Tree CO)
CO
09/17/2004 - 12/31/2018
GENEOS WEALTH MANAGEMENT, INC. (LONE TREE CO)
NY
08/16/2002 - 09/27/2004
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CO
06/20/1989 - 04/18/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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