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Jay Fitch

Associate Financial Consultant

Assistant Vice President

Charlotte, NC

Jay Fitch

Jay Fitch works with Doug Smith to provide retirement, investment, insurance and financial planning strategies to individuals and businesses in the Charlotte area. Jay joined South State Investment Services from PNC Investments where he worked as an Investment Services Advisor. He has also worked as a Financial Professional for New York Life Insurance Company. Jay has his Series 7, 6, 63 and 65 securities registrations with LPL Financial as well as his Life and Health Insurance license.

Jay grew up in the Charlotte area and attended South Mecklenburg High School. He is a graduate of the University of North Carolina Wilmington where he studied in the Cameron School of Business. In his free time he enjoys golf and basketball and traveling with his wife.
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Certifications

  • Series 7, 6, 63 and 65 securities registrations with LPL Financial
  • Life and Health Insurance license

Education

  • University of North Carolina Wilmington – Cameron School of Business

  • Broker                                                                          LPL Financial Form CRS


    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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