Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Newberry is an active Registered Representative. Jay has been working in the financial services industry since May 25, 2015. Jay is currently registered with Raymond James & Associates, Inc. and is located in Saint Petersburg, Florida. Jay is a Series 7, Series 7TO, Series 63 and Series 66 licensed professional and is currently working with the Raymond James & Associates, Inc. branch office in Saint Petersburg, Florida. Jay specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Educational Seminars, Pension Consulting and Financial Planning. Jay has experience working with clients of various backgrounds including high net worth individuals, corporations or other businesses, insurance companies, charitable organizations, banking or thrift institutions, and pension and profit sharing plans. Prior to Jay's current role at Raymond James & Associates, Inc., Jay was registered with TD AMERITRADE, INC. in Southlake, Texas and Securian Financial Services, Inc. in Dallas, Texas.
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.
Please see note in schedule d - miscellaneous
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
FL
04/03/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TX
07/26/2012 - 01/06/2021
TD AMERITRADE, INC. (Southlake TX)
TX
06/07/2010 - 11/02/2010
SECURIAN FINANCIAL SERVICES, INC. (DALLAS TX)
BC
Issued 10/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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