Jay Massow
Jay Massow is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mesa, AZ, with 34 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1635 N Greenfield Rd. Ste 138, Mesa, AZ, 85205
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2003Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Jay owns an office building and rental real estate through GMA Properties. He also owns Massow Wealth Strategies as a branch support company and is an insurance agent through Massow Wealth Strategies Inc., dedicating a few hours per week to insurance activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.
Exams
More Advisors
- Guillermo GastelumLPL Financial LLC
- Kevin Roberg, CFPLPL Financial LLC
- Sharon Boucher, ChFCLPL Financial LLC
- Robert Dussi, CFPLPL Financial LLC
- Mason Massow, CFPLPL Financial LLC
- Daniel Massow, CFPLPL Financial LLC