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Jay Lesing Shein

COMPASS FINANCIAL GROUP, INC.·DEERFIELD BEACH, Florida
Clean recordCOMPASS FINANCIAL GROUP, INC.
665 S.E. 10TH STREET, DEERFIELD BEACH, FL 33441CRD# 1741677Firm CRD# 125186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Lesing Shein · DEERFIELD BEACH, FL
Registration
CRD #1741677 · COMPASS FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Lesing Shein is a registered financial advisor based in DEERFIELD BEACH, Florida, affiliated with COMPASS FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPASS FINANCIAL GROUP, INC.
COMPASS FINANCIAL GROUP, INC.
AUM
$376M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPASS FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1741677
Firm CRD# 125186
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Lesing Shein offer?
Jay Lesing Shein specializes in Financial Planning, Investment Management. Contact their office in DEERFIELD BEACH, Florida for a consultation.
What are Jay Lesing Shein's credentials?
Jay Lesing Shein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Lesing Shein located?
Jay Lesing Shein is based in DEERFIELD BEACH, Florida, working with COMPASS FINANCIAL GROUP, INC.. Their office serves clients in the DEERFIELD BEACH metropolitan area and surrounding communities.
How does Jay Lesing Shein charge for services?
Jay Lesing Shein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS FINANCIAL GROUP, INC.?
COMPASS FINANCIAL GROUP, INC. has approximately 5 employees and manages $376M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPASS FINANCIAL GROUP, INC.

Blair Charles Shein
DEERFIELD BEACH, FL
Val Shein
DEERFIELD BEACH, FL

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Research
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