Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay M. Bartley is a financial advisor with Park Avenue Securities LLC. Jay has been in the financial industry since February 27, 2005. Jay has a wide range of experience, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Comerica Securities, Commonwealth Financial Network, and National Planning Corporation. Jay is licensed to offer investment advice and securities products in Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Massachusetts, Michigan, Montana, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, and Texas. Jay is also a member of the Tarrant County Bar Association. In addition to providing financial planning services, Jay is a Registered Representative of Park Avenue Securities LLC and offers insurance products through The State Life Insurance Company. Jay's clients include high-net-worth individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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TX
12/16/2015 - Present
Park Avenue Securities LLC (FORT WORTH TX)
TX
03/28/2011 - 08/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FT. WORTH TX)
TX
03/12/2010 - 01/05/2011
COMERICA SECURITIES (FORT WORTH TX)
TX
01/02/2009 - 12/02/2009
COMMONWEALTH FINANCIAL NETWORK (FORT WORTH TX)
TX
09/18/2007 - 01/05/2009
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
CA
05/07/2003 - 05/03/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
05/19/1998 - 08/09/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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