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Jay Lawrence Hollis

Ascensus Investment Advisors, LLC

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About Jay Lawrence Hollis

Jay Lawrence Hollis is an investment advisor representative with Ascensus Investment Advisors, LLC. Jay has over 10 years of experience in the financial services industry. Jay's experience includes working with clients in the areas of retirement planning, college savings, and investment management. Jay's previous experience includes working with Commonwealth Financial Network and Taylor Securities, Inc. Jay is registered to provide investment advisory services in Massachusetts and Tennessee.

Firm Information

Jay Hollis is currently registered with Ascensus Investment Advisors, LLC. Ascensus Investment Advisors, LLC is an investment advisor headquartered in NEWTON, MA. The firm provides portfolio management and oversight services for qualified tuition 529/529A and SFRP plans, as well as pension consulting services. They manage approximately $9,878,077,323 in assets for 27 state or municipal government entities. The firm has 37 investment adviser representatives and 26 registered representatives.
Ascensus Investment Advisors, LLC

95 WELLS AVENUE

NEWTON, MA 02459

$9.88B

Assets Under Management

9

Total Clients

40

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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portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

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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percentage of assets

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

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other

Percentage of program management fee and percentage of aua

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Jay Hollis’s Registration & Firm History

TN

06/29/2021 - Present

Ascensus Investment Advisors, LLC (BRENTWOOD TN)

TN

06/03/2019 - 05/11/2021

COMMONWEALTH FINANCIAL NETWORK (Brentwood TN)

TN

05/04/2011 - 05/29/2019

TAYLOR SECURITIES, INC. (BRENTWOOD TN)

WI

11/08/2000 - 02/13/2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 07/07/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Lawrence Hollis.
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