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Jay Warren Furst

FORTERIS WEALTH MANAGEMENT, INC.·ARMONK, New York
Series 7, Series 27, Series 63Clean record5 years registeredFORTERIS WEALTH MANAGEMENT, INC.
200 BUSINESS PARK DRIVE, ARMONK, NY 10504CRD# 1775883Firm CRD# 108314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Warren Furst · ARMONK, NY
Registration
CRD #1775883 · FORTERIS WEALTH MANAGEMENT, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

FORTERIS WEALTH MANAGEMENT, INC.
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 27
Series 63
Registration record
First registered · July 18, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTERIS WEALTH MANAGEMENT, INC.
CRD 108314 · SEC 801-44613
AUM
$158M
Regulatory assets under management
Employees
2
491 client accounts
Services offered by FORTERIS WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORTERIS WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jay Warren Furst offer?
Jay Warren Furst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are Jay Warren Furst's credentials?
Jay Warren Furst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Warren Furst located?
Jay Warren Furst is based in ARMONK, New York, working with FORTERIS WEALTH MANAGEMENT, INC.. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Jay Warren Furst charge for services?
Jay Warren Furst'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 FORTERIS WEALTH MANAGEMENT, INC.?
FORTERIS WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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