Jay S Lipschutz
Investment adviser representative at Glen Eagle Advisors, LLC
37 yearsExperience
2 statesRegistered in
$1BFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Glen Eagle Advisors, LLCApr 2017 to now
- Cahan Somerman Spewak & LipschutzJul 1989 to now
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Glen Eagle Advisors, LLC
$1BAssets managed
3,401Clients
12Advisers
12 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
- 5374990
- Firm CRD
- 282920