Jay Allan Mccormick
Investment adviser representative at Helm Investment Management, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$370.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Helm Investment Management, LLCAug 2006 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Helm Investment Management, LLC
$370.8MAssets managed
140Clients
2Advisers
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
- 5216989
- Firm CRD
- 141773