Jay Pearl
Jay Pearl is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, ME, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2273 Congress Street, Portland, ME, 04102
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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
Jay is an insurance broker for Financial Benefit Services Corporation since 1993, dedicating minimal time. He is also a fixed product agent for the same company since 2019, and owner of Pearl Financial Services since 1988, dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Financial Benefit Services Corporation
Raymond James Financial Services
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations8 states
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