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Jay Bradley Wilen

Obsidian Personal Planning Solutions, LLC

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About Jay Bradley Wilen

Jay Bradley Wilen is a financial advisor with Obsidian Personal Planning Solutions, LLC. Jay has been in the financial services industry since 1999 and has a broad range of experience. Jay has a strong track record of providing financial planning and investment management services to individuals, families, and small businesses. Jay has a Series 6, 7, 63, and 65 licenses.

Firm Information

Jay Wilen is currently registered with Obsidian Personal Planning Solutions, LLC. Obsidian Personal Planning Solutions, LLC is a registered investment advisor located in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $312 million in assets for over 864 clients. Obsidian also participates in wrap fee programs.
Obsidian Personal Planning Solutions, LLC

2099 GAITHER ROAD

ROCKVILLE, MD 20850

$312.82M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jay Wilen’s Registration & Firm History

MD

02/21/2023 - Present

Obsidian Personal Planning Solutions, LLC (ROCKVILLE MD)

MD

02/22/2023 - 08/23/2024

TRIAD ADVISORS LLC (Columbia MD)

MD

03/03/2009 - 02/23/2023

PARK AVENUE SECURITIES LLC (COLUMBIA MD)

MD

03/14/2008 - 02/17/2009

AXA ADVISORS, LLC (LUTHERVILLE MD)

MD

11/20/2003 - 03/26/2008

PARK AVENUE SECURITIES LLC (LUTHERVILLE MD)

MA

09/27/1999 - 11/11/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/27/1999 - 11/11/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/08/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Bradley Wilen.
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