Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gerald Weideman is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Waukesha, Wisconsin. Jay has been in the financial industry since February 24, 2004. Jay holds the Series 7, Series 63, and SIE licenses. Jay is also registered to provide investment advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Minnesota, Montana, North Carolina, Ohio, Oklahoma, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Wisconsin and Wyoming. Jay specializes in retirement planning, college savings, estate planning, and investment management.
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
WI
06/21/2022 - Present
Raymond James Financial Services Advisors, Inc. (Waukesha WI)
WI
02/24/2004 - 06/22/2022
EDWARD JONES (BROOKFIELD WI)
BC
Issued 02/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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