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Jay Joseph Merrill

Capital Analysts

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About Jay Joseph Merrill

Jay Merrill is a financial advisor with over 14 years of experience in the financial services industry. Jay is a registered representative with Capital Analysts and is licensed to provide investment advice in over 20 states. Jay also holds the Series 7, Series 63, and Series 66 securities licenses. Jay’s experience includes working at Fidelity Investments Institutional Services Company, Inc., Lincoln Investment Planning, and Clifford & Rano Associates. Jay is dedicated to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Jay Merrill is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jay Merrill’s Registration & Firm History

MA

09/22/2014 - Present

Capital Analysts (WORCESTER MA)

RI

10/15/2009 - 04/21/2014

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 08/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Joseph Merrill.
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