ChooseAFinancialAdvisor.com
Advisors / Florida / St. Petersburg
19yrs

Christopher Jay

Financial advisor at Corient

Christopher Jay is a fiduciary financial advisor in St. Petersburg, Florida, with 19 years in the industry. After seven years at CI Doyle Private Wealth and less than a year at Mercer Global Advisors, Christopher joined Corient in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Christopher holds the CFP® designation.

One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.

St. Petersburg, FL 33701CFP®Fiduciary advisor
Call CorientDirections

At a glance

Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors at Corient
Office100 Second Avenue South Suite 701-S, St. Petersburg, FL 33701
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state

Services through Corient

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
    CorientCurrent firm
  2. 2016 – 2023
    CI Doyle Private Wealth, LLCPreviously
  3. Jul 2015 – Nov 2015
  4. 2011 – 2015

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Corient at (305) 735-2020 and ask for Christopher Jay. Christopher works from the St. Petersburg, FL office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2008, about 19 years. More experience than 66% of advisors at Corient.

What licenses does Christopher hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Christopher 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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