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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Lindsay Geaslen is a financial advisor at Avantax Advisory Services. Jay has been working in the financial services industry since 1991 and has a strong track record of success in helping clients achieve their financial goals. Jay specializes in providing comprehensive financial planning, investment management, and retirement planning services to individuals and families. Jay is a highly qualified and experienced financial advisor with a proven ability to build long-term relationships with clients. Jay is committed to providing personalized service and helping clients make informed financial decisions. Jay is licensed to provide financial advice in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
01/30/2024 - Present
Avantax Advisory Services (Atlanta GA)
GA
04/08/2013 - 09/28/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ATLANTA GA)
GA
06/21/1999 - 03/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
IN
10/08/1996 - 07/29/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
PA
02/21/1991 - 09/05/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 04/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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