Founders Financial Alliance
47yrs
Top advisor by experience in Durham
18yrs
Jay Ritz
Financial advisor at State Farm Investment Management
Jay Ritz has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Durham, North Carolina. Jay has been with State Farm Investment Management since 2025; before that, Jay spent less than a year at Wells Fargo Advisors. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 496 advisors with offices in Durham, and one of 474 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 25% by experience in Durham
Office5310 NC Highway 55 Suite 102, Durham, NC 27713
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowState Farm Investment Management Corp.Current firm
- Jul 2008 – Dec 2008Wells Fargo Clearing Services, LLCPreviously
Contact Jay
Local office(919) 316-3276Ask for Jay. (800) 447-0740Main office · Bloomington, IL 5310 NC Highway 55 Suite 102Durham, NC 27713Office · Get directions
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Jay’s local office at (919) 316-3276 or the State Farm Investment Management main office at (800) 447-0740, and ask for Jay Ritz.
How long has Jay been a financial advisor?
Jay has been in the industry since 2008, about 18 years. Top 25% by experience in Durham.
What licenses does Jay hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. 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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