Unclaimed
Jay Broyles is a financial advisor with J.p. Morgan Securities LLC, where Jay is registered as a representative in Ohio. Jay has been in the industry since 2011 and has held previous roles with FARMERS FINANCIAL SOLUTIONS, LLC in Columbus, OH. Jay holds licenses for Series 6, 6TO and 63. Jay is a specialist in providing services to individuals and businesses. Jay is actively involved in the financial services industry, with a strong focus on providing specialized services in investment company products, variable contracts, insurance, annuities, mutual funds and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
03/23/2024 - Present
J.p. Morgan Securities LLC (DUBLIN OH)
OH
11/18/2011 - 02/06/2012
FARMERS FINANCIAL SOLUTIONS, LLC (COLUMBUS OH)
BC
Issued 04/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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