Jay S. Lipschutz

GLEN EAGLE ADVISORS

Ft Washington, PA 19034

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CRD#: 5374990

Professional summary

Jay S Lipschutz, who also goes by Jay S Lipshutz, is a registered financial advisor currently at GLEN EAGLE ADVISORS, LLC located in Ft Washington, Pennsylvania and GLEN EAGLE WEALTH, LLC located in Horsham, Pennsylvania.

Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jay has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay S Lipshutz

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.

I AM A PARTNER IN AN ACCOUNTING FIRM, CAHAN SOMERMAN SPEWAK & LIPSCHUTZ. WE SERVICE CUSTOMERS TAX, ACCOUNTING AND BUSINESS NEEDS. THE MAJORITY OF MY TIME WILL BE DEVOTED TO MY ACCOUNTING BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay S Lipschutz'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

April 26, 2017 - Present

GLEN EAGLE ADVISORS, LLC

Office #1: 455 Pennsylvania Ave. Suite 2lf Suite 2lf, Ft Washington, PA 19034

RIA

CRD#: 282920

Ft Washington, PA

Current

August 27, 2007 - Present

GLEN EAGLE WEALTH, LLC

Office #1: 406 Norristown Road Suite F, Horsham, PA 19044

CRD#: 124504

Horsham, PA

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".

GLEN EAGLE ADVISORS, LLC

ALOOOLA | GLEN EAGLE ADVISORS, LLC

CRD#: 282920 / SEC#: 801-79298

RIA

Registered Investment Advisory firm - (3/10/2014 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/2/2016)

Maryland
(8/26/2014)

New Jersey
(9/6/2007)

IAR

New Jersey
(5/1/2017)

Pennsylvania
(10/18/2007)

IAR

Pennsylvania
(4/26/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GLEN EAGLE ADVISORS, LLC

ALOOOLA | GLEN EAGLE ADVISORS, LLC

CRD#: 282920 / SEC#: 801-79298

RIA

Registered Investment Advisory firm - (3/10/2014 Approved)

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Contact information

Main Address

4422c Route 27, Kingston, NJ 08528-0399

Mailing Address

4422c Route 27 P.o. Box 399, Kingston, NJ 08528-0399

Phone number

(609) 631-8231

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLEN EAGLE ADV PART II BROCHURE 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	3,251
AUM (Assets Under Management)	$ 880,510,942

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jay S. Lipschutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay S Lipschutz's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLEN EAGLE ADVISORS, LLC

GLEN EAGLE WEALTH, LLC

Primary Firm SEC Registration

GLEN EAGLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2007

FINRA

Current Firm

GLEN EAGLE ADVISORS, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLEN EAGLE ADVISORS, LLC

TRUST BUT VERIFY

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