Morgan Stanley
36yrs
Top 7% by experience in Rhode Island
18yrs
Jay Eric Young
Financial advisor at Vergence Institutional Partners
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 62% of advisors in Rhode Island
OfficeLittle Compton, RI
How the firm is paid ?Flat fee
States licensed ?1 state
Services through Vergence Institutional Partners
Retirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2019 – nowVergence Institutional Partners LLCCurrent firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Vergence Institutional Partners at 617-588-2130 and ask for Jay Eric Young. Jay works from the Little Compton, RI office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2008, about 18 years. More experience than 62% of advisors in Rhode Island.
What licenses does Jay hold?
Series 63. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
Vergence Institutional Partners reports being paid by flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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