Jay Hack is a CFP-designated registered investment advisor, based in Farmington Hills, MI, with 20 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold.
Location
31410 Northwestern Hwy, Suite G, Farmington Hills, MI, 48334
Get directionsHistory
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 Activities
Jay owns Steady Climb LLC, through which he sells a book on Amazon.com, earning minimal income. He is also an investment committee member for Temple Israel, dedicating minimal time to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Elevation Point Wealth Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations19 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
- Daniel Dusina, CFABlue Chip Partners, LLC
- Barry Weisberg, CFPMorgan Stanley
- Charles Milliken, CFPSpc
- Shawn Kelly, CFPMorgan Stanley
- Jack Riashi, CFPBloom Advisors
- Matthew Mondoux, CFA, CFPBlue Chip Partners, LLC