Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Graham McAndrew is an investment advisor representative who has been active in the industry since July 9, 1994. Jay is currently registered with Columbia Management Investment Advisers, LLC in Massachusetts, New Jersey and New York. Prior to that, Jay worked at ALPS Distributors, INC., AllianceBernstein Investments, INC. and UBS Financial Services Inc. Jay specializes in the following areas: portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
04/07/2021 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
02/04/2010 - 09/15/2016
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
01/17/2007 - 01/04/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NJ
06/03/1994 - 01/08/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 07/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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