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Jay Wilson Haas

FCG WEALTH MANAGEMENT, LLC·CHATHAM, New Jersey
SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 55, Series 57TO, Series 63Clean recordFCG WEALTH MANAGEMENT, LLC
ONE MAIN STREET, CHATHAM, NJ 07928CRD# 4123504Firm CRD# 281165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Wilson Haas · CHATHAM, NJ
Registration
CRD #4123504 · FCG WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 14
Series 24
Series 55
Series 57TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FCG WEALTH MANAGEMENT, LLC
CRD 281165 · SEC 801-55281
AUM
$1.2B
Regulatory assets under management
Employees
19
1,850 client accounts
Services offered by FCG WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FCG WEALTH MANAGEMENT, LLC →
Introduction

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04

Frequently Asked Questions

What services does Jay Wilson Haas offer?
Jay Wilson Haas specializes in Financial Planning, Investment Management. Contact their office in CHATHAM, New Jersey for a consultation.
What are Jay Wilson Haas's credentials?
Jay Wilson Haas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Wilson Haas located?
Jay Wilson Haas is based in CHATHAM, New Jersey, working with FCG WEALTH MANAGEMENT, LLC. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.
How does Jay Wilson Haas charge for services?
Jay Wilson Haas's firm is compensated through percentage of aum, subscription fees, commissions, other: could be an added ticket charge or fee as disclosed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FCG WEALTH MANAGEMENT, LLC?
FCG WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FCG WEALTH MANAGEMENT, LLC

John Anthony Combias
CHATHAM, NJ
CFP
Dale Francis Francis Mark Gilkes
CHATHAM, NJ
Steven Othello Meglio
CHATHAM, NJ
Christopher Adam Glatz
CHATHAM, NJ

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