JH
CFP
JH
CFP

Jay Hitselberger

9 Years of Experience
Charlotte, NC
Broker

Jay Hitselberger is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3420 Toringdon Way, Suite 510, Charlotte, NC, 28277

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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.

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Other Business Activities

Jay is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for weekend popcorn sales. His wife primarily runs the business, and Jay dedicates about 10-20% of his time to it.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Raymond James & Associates, INC.
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2020 - November 2020 · 1 mo
Thrivent Advisor Network, LLC
September 2020 - November 2020 · 2 mos
Thrivent Investment Management INC.Broker
April 2018 - September 2020 · 2 yrs 5 mos
Thrivent Investment Management INC.
April 2018 - September 2020 · 2 yrs 5 mos
LPL Financial LLC
February 2017 - April 2018 · 1 yr 2 mos
LPL Financial LLCBroker
December 2016 - April 2018 · 1 yr 4 mos
State Registrations25 states
ALAZCACODEFLGAIDILMDMINCNJNVNYOHPAPRSCTNTXUTVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.