Eric Jay Fishman
Investment adviser representative at Jay A. Fishman, Ltd
11 yearsExperience
9 statesRegistered in
$1.3BFirm assets
56 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Jay A. Fishman, Ltd.Aug 2021 to now
- AspiriantJul 2019 to May 2021
- StudentAug 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 9 states (CA, FL, IL, LA, MI, NC, NY, PA, TX).
Jay A. Fishman, Ltd
Legal name: Fishman Jay A Ltd
$1.3BAssets managed
537Clients
4Advisers
56 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
- 7456684
- Firm CRD
- 105609