Jay J. Carlson
Senior Vice President
1315 West 22nd Street
Oak Brook, Illinois 60523
Phone: (888) 823-9566
Directions to our Oak Brook, IL office
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.
Please contact Jay for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest, and we will promptly email these to you at no cost.