Jay Wells (CRD# 2617589) is an Investment Advisor Representative working at Greenbridge Partners LLC in Lakeland, FL and has over 24 years of experience in the finance industry.
CRD# 6107469
Citigroup Global Markets Inc.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenbridge Partners LLC | Lakeland, FL | Sep 2019 - Current | 4 |
| World Equity Group | Lakeland, FL | Jun 2019 - Current | 4 |
| Taylor Capital Management | Woodstock, GA | Jan 2012 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
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Total Assets Under Management179MILLIONS
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Total Number of Accounts410ACCOUNTS
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Average Account Value$435,937
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, TN
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