Jay Brainard, financial advisor Austin TX
93 score

Jay Brainard

CRD Number: 4441627
Current Firm: Brainard Capital Management LLC

Jay Brainard (CRD# 4441627) is an Investment Advisor Representative working at Brainard Capital Management LLC in Austin, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Brainard Capital Management, LLC Little Rock, AR Dec 2005 - Current 11
Sws Financial Services Austin, TX Sep 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Jay O. Brainard
Phone Number: 877-375-6470
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $1,498,469
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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