Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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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 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
July 2025 - Present · 7 mos
Elevation Point Wealth Partners, LLC
July 2025 - Present · 7 mos
Previous Registrations
Raymond James & Associates, INC.
September 2010 - July 2025 · 14 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2006 - July 2025 · 18 yrs 10 mos
State Registrations19 states
AKALARAZCACOCTILKYMDMINCNYOHPATNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.