Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Alan Weinberg is an investment advisor representative for LPL Financial LLC. Jay has been in the financial services industry since July 17, 1987. Jay is registered in New Jersey and Texas. Jay has been with LPL Financial LLC since January 2022. Previously, Jay was employed with WELLS FARGO ADVISORS LLC and WELLS FARGO CLEARING SERVICES, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/21/2022 - Present
LPL Financial LLC (MOUNT LAUREL NJ)
PA
02/07/2008 - 01/26/2022
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
01/25/2008 - 02/11/2008
RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)
PA
01/01/2004 - 01/23/2008
PNC INVESTMENTS (PHILADELPHIA PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/21/1997 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
NA
03/24/1997 - 11/11/1997
JEFFERSON GERSCH, INC.
NE
01/02/1997 - 03/26/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
02/01/1995 - 01/07/1997
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
MI
07/16/1990 - 02/09/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
07/10/1989 - 07/27/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/14/1987 - 07/29/1989
THOMSON MCKINNON SECURITIES INC.
NA
07/08/1987 - 10/22/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/12/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/05/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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