Jay A. Ambroson

INVICTUS TIMING SERVICE LTD

Westbury, NY 11590

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CRD#: 859012

Professional summary

Jay Allan Ambroson, CFP® is a registered financial advisor currently at INVICTUS TIMING SERVICE LTD located in Westbury, New York.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Jay has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 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.

I AM ALSO A PARTNER IN GOULD, AMBROSON & ASSOCIATES , A TAX AND ACCOUNTING FIRM WHICH IS NOT AN INVESTMENT-RELATED BUSINESS. THE FIRM IS LOCATED IN WESTBURY, NY. I BEGAN WITH THE FIRM IN SEPTEMBER, 1985. I PROVIDE TAX PREPARATION AND ACCOUNTING SERVICES TO CLIENTS. WHILE TIME DEVOTED TO THE TAX AND ACCOUNTING PRACTICE MAY VARY, I MAY SPEND UP TO 75% OF MY TIME WITH THE AFFILIATE. MY EMPLOYMENT HISTORY WITH THE FIRM IS LISTED IN SECTION 12 OF THIS U-4.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Allan Ambroson'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®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

December 27, 2016 - Present

INVICTUS TIMING SERVICE LTD

Office #1: 400 Post Avenue Suite 403, Westbury, NY 11590

RIA

CRD#: 106372

Westbury, NY

Past

February 24, 1986 - July 23, 2018

GOULD, AMBROSON & ASSOCIATES LTD.

CRD#: 17412

GARDEN CITY, NY

Past

August 19, 1983 - March 6, 1986

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

Past

January 29, 1981 - August 16, 1983

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

January 29, 1981 - August 16, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

January 29, 1981 - August 16, 1983

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

June 4, 1980 - February 28, 1981

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

November 2, 1978 - June 2, 1980

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

November 2, 1978 - June 2, 1980

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

November 2, 1978 - June 2, 1980

IDS LIFE INSURANCE COMPANY

CRD#: 6321

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".

INVICTUS TIMING SERVICE LTD

CRD#: 106372 / SEC#: 801-27964

RIA

Registered Investment Advisory firm - (9/5/1986 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

Texas
(12/27/2016)

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: 1/8/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 10/26/1978

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/31/1985

General Securities Principal Examination

Current Firm

INVICTUS TIMING SERVICE LTD

CRD#: 106372 / SEC#: 801-27964

RIA

Registered Investment Advisory firm - (9/5/1986 Approved)

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Contact information

Main Address

400 Post Avenue Suite 403, Westbury, NY 11590

Mailing Address

Phone number

(516) 741-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVICTUS TIMING FORM ADV 2A 3.20.2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	307
AUM (Assets Under Management)	$ 72,453,256

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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Firm Stability Insights

Jay A. Ambroson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Allan Ambroson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOULD, AMBROSON & ASSOCIATES LTD.

GUARDIAN INVESTOR SERVICES LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

LINCOLN FINANCIAL DISTRIBUTORS, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

INVICTUS TIMING SERVICE LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 1/8/1986

SIE

Date: 7/23/2018

Series 7

Date: 12/15/1984

Series 1

Date: 10/26/1978

Series 24

Date: 12/31/1985

Current Firm

INVICTUS TIMING SERVICE LTD

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVICTUS TIMING SERVICE LTD

TRUST BUT VERIFY

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