Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Branson is a financial advisor with over 35 years of experience in the financial services industry. Jay is a Certified Financial Planner™ and holds the Series 6, 7, 22, 24, 63, 65, SIE and 99TO securities licenses. Jay is currently registered as an Investment Advisor Representative with Branson Fowlkes Russell Inc. and Branson Fowlkes & Co. Inc. Jay has a wide range of experience in providing investment advice to individuals, families and businesses. Jay specializes in portfolio management, financial planning, and pension consulting. Jay is also a principal in both Branson Fowlkes Russell Inc and Branson Fowlkes & Co. Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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2
TX
09/16/2005 - Present
Branson Fowlkes Russell Inc. (HOUSTON TX)
TX
12/16/2008 - 12/09/2022
TRIAD ADVISORS LLC (HOUSTON TX)
TX
10/31/2008 - 12/08/2008
AIG FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/10/1996 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
08/19/1994 - 07/17/1995
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
NY
07/16/1987 - 12/08/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
04/16/1985 - 10/19/1987
CIGNA SECURITIES, INC.
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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