Jay Carloson Fisher Investments
Jay J. Carlson
Senior Vice President

1315 West 22nd Street
Suite 407
Oak Brook, Illinois 60523
Phone: (888) 823-9566
Fax: 630-598-2953
Email: info@fi.com
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.

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Free Research & Guides

cover of fisher investments' 2015 q4 stock market outlook

Stock Market Outlook

A timely research report from the Investment Policy Committee with current views on where the stock market is headed.

cover image of the 15-minute retirement plan from fisher investments

The 15-Minute Retirement Plan

This guide addresses some key questions many face when planning for retirement.

cover image of the eight biggest mistakes investors make by fisher investments

The Eight Biggest Mistakes Investors Make

Learn about the eight biggest mistakes in the world of investing and how to avoid them.