JH
JH

Jay Hinish

40 Years of Experience
Hollidaysburg, PA
BrokerSells Insurance

Jay Hinish is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hollidaysburg, PA, with 40 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1715 N Juniata St, Hollidaysburg, PA, 16648

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jay owns commercial real estate since 2000. He also works as an independent insurance broker, selling fixed annuities, and owns another business, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2003 - Present · 22 yrs 5 mos
Ameriprise Financial Services, LLC
November 1996 - Present · 29 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 1996 - Present · 29 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 1996 - July 2006 · 9 yrs 8 mos
Pruco Securities CorporationBroker
March 1989 - November 1996 · 7 yrs 8 mos
The Prudential Insurance Company of AmericaBroker
March 1989 - December 1993 · 4 yrs 9 mos
American Express Financial Advisors INC.Broker
May 1985 - November 1988 · 3 yrs 6 mos
Ids Financial Services INC.Broker
May 1985 - December 1986 · 1 yr 7 mos
State Registrations18 states
ALAZCADCFLINMDMEMOMSNCNJOHPASCSDVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jay Hinish - Financial Advisor | TrueAdvisor