Jay Furst has been Founding Principal and Chief Compliance Officer of Forteris Wealth Management since August 1993, is a control person of the firm and directly owns 75% or more of it. Jay Furst studied at the University of Colorado at Boulder.
Forteris Wealth Management, Inc. is an Armonk, NY firm with $219M under management, 185 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Jay W. Furst is Founding Principal of Forteris Wealth Management. He has been involved in the financial community for more than three decades. After attending the University of Colorado at Boulder, he started his career at Sanford C. Bernstein & Co. In 1993 he founded Forteris Wealth Management, where he currently serves as Owner and Founding Principal in the New York Office.
- – present · 5 yearsArmonk, NY · Adviser representative · Firm CRD 108314
Investment adviser representative registrations
Jay Furst is registered as an investment adviser representative in New York, since July 2021.
- New YorkSince 18 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 23 June 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 1987 |
| Series 7 | General Securities Representative Examination | 21 November 1987 |
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jay Warren Furst
- CRD
- 1775883
- Firm
- Forteris Wealth Management · CRD 108314
- Role
- Founding Principal and Chief Compliance Officer
- Office
- 200 BUSINESS PARK DRIVE, SUITE 211, Armonk, NY 10504
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forteriswealth.com
Where does Jay Furst work?
Jay Furst has been Founding Principal and Chief Compliance Officer of Forteris Wealth Management, Inc. since August 1993, and is a control person of the firm.
Is Jay Furst a financial advisor?
Yes. Jay Furst has a current investment-adviser registration in New York, through Forteris Wealth Management since July 2021.
How many years of experience does Jay Furst have?
Jay Furst has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Jay Furst passed?
Jay Furst has passed 3 licensing exams: the Series 7, Series 63 and Series 27. The earliest, the Series 7, was passed in November 1987.
Where is Jay Furst based?
Jay Furst’s registered office is in Armonk, NY.
Is Jay Furst registered with FINRA?
No. Jay Furst has no current broker registration.
How can I verify Jay Furst’s record?
Search CRD 1775883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Furst’s full registration record.