Unclaimed
Jay Yarbrough is a financial advisor with Burch & Company, Inc.. Jay has been in the industry since 2011. Jay has a Series 7, Series 79, and Series 63 license. Jay is registered to provide financial advice in New York. Prior to joining Burch & Company, Inc., Jay was registered with Morgan Stanley & Co. Incorporated and Savvian Advisors, LLC.
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.
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.
1
2
MO
11/13/2015 - Present
Burch & Company, Inc. (KANSAS CITY MO)
NY
08/09/2007 - 08/08/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/16/2005 - 07/23/2007
SAVVIAN ADVISORS, LLC (NEW YORK NY)
NY
10/20/2000 - 09/06/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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