Broker Check

Advisor v Broker

Clients First

What's the real difference between an Advisor and a Broker? It seems they both manage assets and sell products that have to do with finances. The difference, besides in licensing, is in the intentions. Here at Blue Jay, we believe that the client's goals should be at the forefront of all our decisions, including trading assets, recommending a new financial plan, or selling a product. This is why we are Advisors rather than Brokers.  The chart below gives some insight: