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Jay Gilston

Cetera Investment Advisers LLC
34 Years of Experience
Parsippany, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jay Gilston is a registered investment advisor at Cetera Investment Advisers LLC, based in Parsippany, NJ, with 34 years of industry experience. Jay 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.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B

Location

129 Littleton Rd, Parsippany, NJ, 07054

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History

Regulatory History (2)
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Customer Dispute
April 2011
Settled
Regulatory
October 2001
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jay is an insurance agent selling various insurance products, including life, health, disability, annuities, long-term care, and group products, dedicating about 10-20% of their time. Jay also works as a financial advisor for Garden Savings Federal Credit Union/Pinnacle FCU and operates under the DBA Legacy Wealth Advisors, spending nearly full-time on these activities, and sells life settlements and fixed insurance through Mass Mutual.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
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State Registrations19 states
AZCACTDEFLIAMDMIMNNCNJNVNYOHPASCTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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