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Jay Ramshin Horowitz

Gateway Advisory, LLC

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About Jay Ramshin Horowitz

Jay Horowitz is a financial advisor at Gateway Advisory, LLC. Jay has been a financial advisor since 1999. Jay is also a Certified Public Accountant (CPA). Jay holds both Series 6 and Series 66 securities licenses. Jay provides financial planning services, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Jay Horowitz is currently registered with Gateway Advisory, LLC. Gateway Advisory, LLC is an investment advisor headquartered in Westfield, New Jersey. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Their regulatory assets under management (AUM) are approximately $743,748,220. The firm manages accounts for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. You can visit their website at HTTP://WWW.GATEWAYADVISORY.COM or their LinkedIn page at HTTPS://WWW.LINKEDIN.COM/COMPANY/GATEWAY-ADVISORY-LLC/.
Gateway Advisory, LLC

900 SOUTH AVENUE WEST

WESTFIELD, NJ 07090

$743.75M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Horowitz’s Registration & Firm History

NY

02/08/2013 - Present

Gateway Advisory, LLC (NEW YORK NY)

NY

02/05/2002 - 07/26/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/20/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jay Ramshin Horowitz.
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