Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Robert Friday is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Jay has been in the industry since November 1994. Jay has been registered with Wells Fargo Clearing Services, LLC since January 2011. Previously, Jay was affiliated with WELLS FARGO INVESTMENTS, LLC in Meridian, ID and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, NY. Jay is licensed in 23 states for both securities and investment advising, and holds the Series 7, Series 63, Series 65, and SIE exams. Jay works out of the Emmett, ID office.
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.
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.
Investment consulting services to institutional clients
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.
1
2
ID
11/14/2023 - Present
Wells Fargo Clearing Services, LLC (EMMETT ID)
ID
10/07/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MERIDIAN ID)
NY
11/08/1994 - 09/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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