Jay Momber (CRD# 7146513) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Grand Blanc, MI and has over 2 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Rockford, MI | Apr 2021 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Jun 2020 - Feb 2021 | < 1 |
| Unemployed | Rockford, MI | Jan 2020 - May 2020 | < 1 |
| Central Michigan University | Mt. Pleasant, MI | Aug 2015 - Dec 2019 | 4 |
| Axa Advisors | Kalamazoo, MI | Jul 2019 - Aug 2019 | < 1 |
| Pools Plus | Grand Rapids, MI | Jun 2019 - Aug 2019 | < 1 |
| Leslies Pool Supply | Grand Rapids, MI | Jun 2018 - Aug 2018 | < 1 |
| Pools Plus | Grand Rapids, MI | Jun 2017 - Aug 2017 | < 1 |
| Manpower Universal Products | Rockford, MI | Jun 2016 - Aug 2016 | < 1 |
| Northtown Motorhomes | Rockford, MI | Jun 2015 - Aug 2015 | < 1 |
| Rockford High School | Rockford, MI | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- MI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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