Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jay L
CFP®, Series 66
Portsmouth, NH
Measured Wealth Private Client Group, LLC
Jay Levy is a CFP® with 21 years of experience in the financial services industry. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and IFS Advisory, LLC. Levy serves on the Board of Directors for Wentworth Douglass Hospital Foundation and is a past chair. He also manages Jay H. Levy WealthFocus Financial Planning, LLC, a firm focused on financial literacy and education, and authored a financial and holistic planning book in 2020. Measured Wealth Private Client Group, LLC advises high net worth individuals, families, charitable organizations, and pension plans, providing both discretionary and non-discretionary portfolio management alongside financial planning and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets, employs a multi-adviser team approach, and applies a variety of analytical methods as well as ESG screening in portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters