Jay Ambroson
Jay Ambroson is a CFA, CFP-designated registered investment advisor at Invictus Timing Service LTD, based in Westbury, NY, with 47 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 307 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
400 Post Avenue, Suite 403, Westbury, NY, 11590
Get directionsHistory
Regulatory History (1)
Financial
August 2018Other Business Activities
Jay is a partner in Gould, Ambroson & Associates, a tax and accounting firm, since 1985. He provides tax preparation and accounting services to clients, dedicating up to 75% of his time to this affiliate.
Employment History
Current Registrations
Invictus Timing Service LTD
Previous Registrations
Gould, Ambroson & Associates LTD.Broker
Guardian Investor Services CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
Cg Equity Sales CompanyBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations1 state
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.