Jay S Thorp
Investment adviser representative at Advanced Capital Group
14 yearsExperience
2 statesRegistered in
$30BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Advanced Capital Group, IncJan 2023 to now
- Edward JonesApr 2022 to Jan 2023
- City National BankJun 2021 to Apr 2022
- RBC Capital Markets, LLCNov 2020 to Apr 2022
- Self EmployedJul 2017 to Nov 2020
- LPL FinancialJun 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Advanced Capital Group
Legal name: Advanced Capital Group, Inc.
$30BAssets managed
366Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2841395
- Firm CRD
- 109673