Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Richard Dyer is an active investment advisor registered in multiple states, including Florida, Texas, and Utah. Jay has been in the industry since 2001 and is currently registered with Hood River Capital Management LLC. Previously, Jay was registered with Columbia Financial Center Incorporated and Dain Bosworth Incorporated. Jay holds Series 7, Series 63, Series 65, and SIE licenses. Jay has experience providing investment advisory services to a variety of clients, including corporations, individuals, investment companies, pension and profit-sharing plans, and state or municipal government entities. Jay is committed to providing high-quality investment advice and helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Collective investment trust
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.
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.
1
2
FL
11/23/2021 - Present
Hood River Capital Management LLC (PALM BEACH GARDENS FL)
OR
04/06/2001 - 01/03/2005
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
NA
03/01/1994 - 10/11/1995
DAIN BOSWORTH INCORPORATED
BC
Issued 10/26/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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