JAY M CLOSE is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-05-23 | 2025-03-31 | — |
| CUNA BROKERAGE SERVICES, INC. | 2012-08-22 | 2022-05-04 | — |