JL
Jay Lesing Shein
CRD 1741677
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Compass Financial Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Compass Financial Group, Inc.
Vice President / Co Chief Investment Officer · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗