Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gadberry is a financial advisor with B. Riley Wealth Advisors, Inc. Jay is a registered investment advisor in Arkansas and a registered representative in Texas. Jay has been in the securities industry since 1986 and has a wide range of experience in financial planning, portfolio management, and other advisory services. Jay is also a licensed insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
10/18/2021 - Present
B. Riley Wealth Advisors, Inc. (LITTLE ROCK AR)
AR
08/02/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (LITTLE ROCK AR)
AR
04/26/2010 - 08/03/2017
WFG INVESTMENTS, INC. (LITTLE ROCK AR)
AR
06/01/2009 - 04/29/2010
MORGAN STANLEY SMITH BARNEY (LITTLE ROCK AR)
AR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
11/14/2001 - 04/02/2007
MORGAN STANLEY DW INC. (LITTLE ROCK AR)
TN
05/08/1989 - 11/08/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
11/20/1987 - 05/08/1989
T. J. RANEY & SONS, INC.
NA
11/21/1986 - 12/01/1987
STEPHENS INC.
IA
Issued 07/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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