Jay W. Furst

FORTERIS WEALTH MANAGEMENT

Armonk, NY 10504

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CRD#: 1775883

Professional summary

Jay Warren Furst is a registered financial advisor currently at FORTERIS WEALTH MANAGEMENT, INC. located in Armonk, New York.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jay has worked at 4 firms and has passed the Series 63, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Warren Furst's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 18, 2021 - Present

FORTERIS WEALTH MANAGEMENT, INC.

Office #1: 200 Business Park Drive Suite 211, Armonk, NY 10504

RIA

CRD#: 108314

Armonk, NY

Past

January 11, 1994 - December 23, 1999

NORTH AMERICAN SECURITIES COMPANY, LLC

CRD#: 34740

PURCHASE, NY

Past

April 19, 1989 - June 30, 1993

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

NEW YORK, NY

Past

November 25, 1987 - January 19, 1988

RANDOLPH BROWN SECURITIES CORPORATION

CRD#: 18338

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTERIS WEALTH MANAGEMENT, INC.

AFW ASSET MANAGEMENT INC | FORTERIS WEALTH MANAGEMENT, INC. | AFW WEALTH ADVISORS

CRD#: 108314 / SEC#: 801-44613

RIA

Registered Investment Advisory firm - (10/27/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/24/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 6/23/1993

Financial and Operations Principal Examination

Current Firm

FORTERIS WEALTH MANAGEMENT, INC.

AFW ASSET MANAGEMENT INC | FORTERIS WEALTH MANAGEMENT, INC. | AFW WEALTH ADVISORS

CRD#: 108314 / SEC#: 801-44613

RIA

Registered Investment Advisory firm - (10/27/1993 Approved)

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Contact information

Main Address

200 Business Park Drive Suite 211, Armonk, NY 10504

Mailing Address

Phone number

(914) 696-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTERIS WEALTH FIRM DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	500
AUM (Assets Under Management)	$ 179,594,600

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jay W. Furst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Warren Furst's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTERIS WEALTH MANAGEMENT, INC.

NORTH AMERICAN SECURITIES COMPANY, LLC

SANFORD C. BERNSTEIN & CO., INC.

RANDOLPH BROWN SECURITIES CORPORATION

Primary Firm SEC Registration

FORTERIS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/24/1987

Series 7

Date: 11/21/1987

Series 27

Date: 6/23/1993

Current Firm

FORTERIS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTERIS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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