Merrill
45yrs
Top advisor by experience in Jersey City
13yrs
Jay Lee
Financial advisor at Ballaster Financial
Based in Jersey City, New Jersey, Jay Lee is a financial advisor with 13 years of industry experience. Jay has been with Ballaster Financial since 2021; before that, Jay spent four years at Origin Investment Advisory and less than a year at B|o|s. Jay’s designations include CFA and CFP®.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 60% of advisors in Jersey City
OfficeJersey City, NJ
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$808,586
States licensed ?1 state
Services through Ballaster Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – 2026Origin Investment Advisory LLCPreviously
- 2021 – nowBallaster FinancialCurrent firm
- Apr 2021 – Oct 2021B|o|sPreviously
- 2015 – 2021UBS Financial Services Inc.Previously
- Jun 2014 – Feb 2015Neuberger Berman BD LLCPreviously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Ballaster Financial at (973) 544-8061 and ask for Jay Lee. Jay works from the Jersey City, NJ office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2014, about 13 years. More experience than 60% of advisors in Jersey City.
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?
Ballaster Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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