Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay W. Wirig is a financial advisor with The Colony Group, LLC. Jay has been in the financial industry since 1986. Jay has a Series 22 license and is a Personal Financial Specialist. Jay is registered to provide investment advice in Arizona and California. Jay has previously worked for several other firms including WARNER BECK INCORPORATED, THOMAS, WIRIG, DOLL & COMPANY, CPAS, A PROF CORP, PENSIONONE ADVISORS, INC., CAPITAL PERFORMANCE ADVISORS LLP, TWD PAYROLL, INC., BUCKINGHAM STRATEGIC WEALTH, LLC and JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC.
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
1
2
CA
07/01/2024 - Present
THE Colony Group, LLC (WALNUT CREEK CA)
NA
12/03/1986 - 10/10/1989
WARNER BECK INCORPORATED
BC
Issued 12/02/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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