Jay Brown (CRD# 4542374) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry. Jay Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfa Holdings, LLC | Minneapolis, MN | Jan 2022 - Current | 2 |
| Valmark Securities, Inc. | Akron, OH | Mar 2017 - Current | 7 |
| Boulay Financial Advisors, LLC | Eden Prairie, MN | Mar 2017 - Current | 7 |
| Boulay, Pllp | Eden Prairie, MN | Mar 2017 - Dec 2021 | 4 |
| Cri Securities, LLC | St Paul, MN | Jul 2008 - Mar 2017 | 8 |
| Securian Financial Services | St. Paul, MN | Jun 2002 - Mar 2017 | 14 |
| Minnesota Life Insurance Company | Saint Paul, MN | Jun 2001 - Mar 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- MN
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Total Assets Under Management1,869MILLIONS
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Total Number of Accounts3,853ACCOUNTS
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Average Account Value$485,012
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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