About Jay Carlson

Jay has been in the Financial Services industry for over 20 years.

Prior to starting at Fisher Investments in 1999, Jay worked in the Trust & Investment department at Citizens Bank.  He graduated from DePaul University with a double major in Finance & Marketing.

Jay can review your current financial situation, discuss your investment goals and objectives, and help determine how Fisher Investments’ approach may benefit you. He can also help you understand how institutional money management compares to other retail options available, empowering you with the information needed to find the best “fit” for your investment needs.

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