Jay Lerman
Jay Lerman is a registered investment advisor at Progress Alliance Investment Services, based in Indianapolis, IN, with 20 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Insurance Planning, Medical Professionals, and 2 more. Their firm serves 5 clients with $1.1M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Indianapolis, IN
Get directionsHistory
Regulatory History (1)
Regulatory
March 2001Other Business ActivitiesSells Insurance
Jay is a director at the Society of Financial Services Professionals, dedicating minimal time. He is also an IAR with Lerman Financial Group since 2003 and an insurance agent (fixed/life/health/P&C) with Lerman Financial Group, Inc. since 1983, spending a few hours per week on insurance.
Employment History
Current Registrations
Progress Alliance Investment Services
Previous Registrations
First Allied Advisory Services, INC.
State Registrations1 state
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
- Adam Cash, CFPSym Financial Advisors
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Andrew Fairman, CFA, CFPCerity Partners LLC
- Allen Duros, CFPSchwab Wealth Advisory, INC.
- Joshua Gilbert, CFPCharles Schwab & CO., INC.