Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Christopher Timberlake is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Largo, Florida. Jay has been working in the financial services industry since 1999 and holds Series 7, 31 and 66 licenses as well as Series 9 and 10 principal licenses. Jay has experience with various types of clients including individuals, corporations, pension plans, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (LARGO FL)
FL
03/26/2010 - 02/22/2016
LPL FINANCIAL LLC (LARGO FL)
FL
02/13/2009 - 03/29/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
04/02/2007 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)
FL
05/07/1999 - 04/02/2007
MORGAN STANLEY DW INC. (CLEARWATER FL)
BOTH
Issued 06/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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