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Jay Michael Harrison

Lifemark Securities Corp.

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About Jay Michael Harrison

Jay Michael Harrison is a financial advisor with Lifemark Securities Corp., a firm based in Rochester, New York. Jay has been in the industry since 1994 and has experience in providing financial planning and portfolio management services. Jay is a licensed agent in several states, including Arizona, Florida, Michigan, and Tennessee.

Firm Information

Jay Harrison is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 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 Harrison’s Registration & Firm History

MI

10/22/2018 - Present

Lifemark Securities Corp. (Howell MI)

CA

10/29/2010 - 10/24/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

MI

03/27/2009 - 08/13/2010

SUMMIT BROKERAGE SERVICES, INC. (HOWELL MI)

MI

08/01/2002 - 03/31/2009

MUTUAL SERVICE CORPORATION (HOWELL MI)

OH

06/02/1995 - 08/05/2002

VESTAX SECURITIES CORPORATION (HUDSON OH)

NY

02/07/1994 - 05/09/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

02/07/1994 - 05/09/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 13 public disclosures for Jay Michael Harrison. Review regulatory record here.
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