JL
JL

Jay S Lipschutz

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$271K average
Assets Under Management
$880.5M

Fee Structure

Minimum Investment:$15K
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Location

455 Pennsylvania Ave. Suite 2LF, Suite 2LF, Ft Washington, PA, 19034

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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 the accounting firm Cahan Somerman Spewak & Lipschutz, providing tax, accounting, and business services to clients. The majority of Jay's time is devoted to this accounting business.

Employment History
Current Registrations
Glen Eagle Advisors, LLC
April 2017 - Present · 8 yrs 10 mos
Glen Eagle Wealth, LLC
August 2007 - Present · 18 yrs 6 mos
Glen Eagle Wealth, LLCBroker
August 2007 - Present · 18 yrs 6 mos
State Registrations4 states
FLMDNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.