Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Paul Schuman is an Investment Advisor Representative who has been working in the financial industry for over 25 years. Jay is currently registered with The Colony Group, LLC, an investment firm based in Boston, Massachusetts. Jay specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jay is also a Certified Financial Planner. Prior to joining The Colony Group, LLC, Jay worked for Horan Capital Management, LLC and Connectus Wealth.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MD
06/03/2024 - Present
THE Colony Group, LLC (Hunt Valley MD)
MD
02/18/1997 - 05/30/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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