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Jay Solomon Markowitz

POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC·GREENWICH, Connecticut
Clean recordPOSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
55 OLD FIELD POINT ROAD, GREENWICH, CT 06830CRD# 5751962Firm CRD# 331469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Solomon Markowitz · GREENWICH, CT
Registration
CRD #5751962 · POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Solomon Markowitz is a registered financial advisor based in GREENWICH, Connecticut, affiliated with POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
AUM
$500M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 5751962
Firm CRD# 331469
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Solomon Markowitz offer?
Jay Solomon Markowitz specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Jay Solomon Markowitz's credentials?
Jay Solomon Markowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Solomon Markowitz located?
Jay Solomon Markowitz is based in GREENWICH, Connecticut, working with POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Jay Solomon Markowitz charge for services?
Jay Solomon Markowitz's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC?
POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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