Jay Furst
Forteris Wealth Management · Armonk, New York
Jay Furst is a fee-only financial advisor at Forteris Wealth Management in Armonk, New York. Forteris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Forteris Wealth Management |
|---|---|
| Based in | Armonk, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.0M across 545 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1775883 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | forteriswealth.com |
How Jay's firm compares
- Forteris Wealth Management's average account is about $402,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Jay
Is Jay Furst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Forteris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Forteris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Furst based?
Jay Furst is based in Armonk, New York.
Is Jay Furst registered with the SEC?
Yes. Jay Furst is registered as an investment adviser representative in NY (CRD 1775883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forteris Wealth Management manage?
Forteris Wealth Management reports $219.0M across 545 accounts in assets under management.
How do I contact Jay Furst?
Through Jay's website, forteriswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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