Madeline Jay
Madeline Jay is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Berkeley, CA, with 41 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Madeline is an independent insurance agent selling fixed insurance products full-time. She also operates Madeline Jay Financial Service as a Registered Representative and Investment Adviser Representative, dedicating about a quarter of her time to selling insurance, securities, and investment products. Finally, Madeline owns rental property, with her husband primarily handling repairs, taking about half of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 states
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