Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Matthew Harris is a financial professional with over 10 years of experience in the financial services industry. Jay is registered with Meridian Asset Management, LLC in Pennsylvania and New Jersey. As an Investment Advisor Representative with Meridian Asset Management, LLC, Jay provides financial consulting services to individuals, corporations, and high-net-worth clients. Jay's areas of expertise include financial planning, portfolio management for businesses and individuals, and financial consulting. Jay holds a Series 65 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Financial consulting fees
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PA
08/13/2010 - Present
Meridian Asset Management, LLC (BETHLEHEM PA)
IA
Issued 06/07/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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