Jay Lizanich is a registered investment advisor, based in Farmington Hills, MI, with 10 years of industry experience.
Location
30665 NW Highway, Suite 110, Farmington Hills, MI, 48334
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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 independently licensed insurance agent appointed with various insurance companies and offers financial services through Summit Wealth Advisors LLC. Jay also has 50% ownership of TrashForce LLC, a trash valet service, dedicating about 10-20% of their time to it outside of market hours.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
Ifs SecuritiesBroker
Ifs Advisory, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations12 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.