Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Michael Jackley is an investment advisor representative with Compass Capital Management Inc., based in Minneapolis, Minnesota. Jay has been in the industry since 1996 and has passed Series 63, 65 and 7 exams. Jay has worked with individuals, charitable organizations, pension and profit sharing plans, and corporations. Jay's previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Sub-advisor
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.
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MN
01/28/2014 - Present
Compass Capital Management Inc. (MINNEAPOLIS MN)
MN
03/12/1997 - 05/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
IA
Issued 03/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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