Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay C Lewis is a registered investment advisor with Forthright Capital Advisory. Jay has been in the financial industry since March of 2009. Jay is licensed in Texas and has passed the Series 63, Series 66 and Series 65 exams. Forthright Capital Advisory is a registered investment advisor with offices in Plano, Texas and Las Vegas, Nevada. Forthright Capital Advisory has approximately 64,985,533 in regulatory assets under management. They provide financial planning and investment management services for individuals and pension plans.
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.
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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TX
10/26/2024 - Present
Forthright Capital Advisory (Plano TX)
Active
Inactive
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