Eric Jay
Eric Jay is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fountainville, PA, with 36 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
5033 Swamp Road, Suite 503, Fountainville, PA, 18923
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Regulatory History (1)
Customer Dispute
December 2023Other 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.
Cambridge Investment Research, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Pruco Securities CorporationBroker
State Registrations10 states
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.