EJ
ChFC
EJ
ChFC
Eric Jay is a ChFC-designated registered investment advisor, based in Fountainville, PA, with 37 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5033 Swamp Road, Suite 503, Fountainville, PA, 18923
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2023Denied
Other Business ActivitiesSells Insurance
Eric is an independent insurance agent since 2006, dedicating minimal time to this activity. He is also an advisory representative of a RIA, spending nearly full-time on this role, and an IAR using a trade name, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2006 - Present · 20 yrs
Cambridge Investment Research, INC.Broker
October 2006 - Present · 20 yrs
Previous Registrations
UBS Financial Services INC.Broker
November 2001 - October 2006 · 4 yrs 11 mos
Pruco Securities CorporationBroker
January 1988 - August 2000 · 12 yrs 7 mos
State Registrations10 states
CAFLHIMDMNNJNYPAVAWA
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.
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