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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 Owen Brainard is a registered Investment Advisor Representative with Pathstone in Austin, Texas. Jay has been in the financial services industry since 2001. Prior to joining Pathstone, Jay was a partner at Brainard Capital Management, LLC. Jay has experience in providing investment advice and portfolio management services to a variety of clients, including high-net-worth individuals, families, and institutions. Jay is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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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TX
06/16/2023 - Present
Pathstone (Austin TX)
TX
09/01/2004 - 12/21/2005
SWS FINANCIAL SERVICES (DALLAS TX)
TX
03/01/2004 - 09/01/2004
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NJ
08/14/2002 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
10/08/2001 - 08/08/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 11/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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