Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Detwiler is an investment advisor representative with Vanguard Advisers, Inc. Jay has been in the financial services industry since 2008. Jay has a Series 6, 7, 63 and 66 license. Jay is registered in 53 states and two Canadian provinces. Jay's firm is a registered investment advisor with over 333 Billion dollars in assets under management. Vanguard Advisers, Inc. provides investment advisory services to a wide range of clients including individuals, businesses, investment companies and pooled investment vehicles. Jay is a financial planner with a specialization in portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
11/03/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
VA
06/15/2017 - 09/07/2018
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
PA
04/11/2008 - 06/30/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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