Jay Dias (CRD# 5666927) is an Investment Advisor Representative working at Lpl Financial LLC in Youngstown, OH and has over 14 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4843791
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Youngstown, OH | May 2021 - Current | 2 |
| Premier Bank | Youngstown, OH | May 2021 - Current | 2 |
| Cetera Investment Services LLC | Saint Cloud, MN | Mar 2019 - May 2021 | 2 |
| Cetera Investment Advisers LLC | Youngstown, OH | Mar 2019 - May 2021 | 2 |
| Home Savings Bank-merged With First Federal- Bought By Premier | Youngstown, OH | Mar 2019 - Mar 2021 | 2 |
| The Huntington Investment Company | Columbus, OH | Jul 2016 - Mar 2019 | 2 |
| Pnc Investments | Pittsburgh, PA | Dec 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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