Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Laurence Wells is an investment advisor representative at Greenbridge Partners LLC, a registered investment advisor firm based in Lakeland, Florida. Jay has been in the financial services industry for over 20 years and has a wide range of experience in providing financial planning and investment management services to individuals and families. Jay is also a registered representative of World Equity Group, a broker-dealer where he receives commissions from products sold.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/17/2019 - Present
Greenbridge Partners LLC (LAKELAND FL)
FL
01/09/2012 - 07/23/2019
TAYLOR CAPITAL MANAGEMENT INC. (LAKELAND FL)
MO
08/25/2011 - 10/06/2011
EDWARD JONES (ST. LOUIS MO)
NY
01/05/2001 - 04/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
11/19/1999 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
VA
12/01/1997 - 12/03/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
11/23/1998 - 03/10/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/23/1998 - 03/10/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VA
06/16/1997 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
VA
10/10/1995 - 01/09/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
CO
05/30/1995 - 06/26/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 09/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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