Jay Lawrence Hollis

Ascensus Investment Advisors, LLC

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Ascensus Investment Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

27 clients

Average Client Portfolio

$431.5M average

Assets Under Management

$11.6B

Fee Structure

Financial Planning:Investment management only

Location

Brentwood, TN

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Jay is employed full-time with Ascensus Group, LLC and associated with FuturePlan by Ascensus. He also receives rental income from real estate in Gulf Shores, AL, dedicating no time to this activity during work hours.