Jayson Jay, financial advisor Petaluma CA
83 score

Jayson Jay

CRD Number: 3089234
Current Firm: Resource Investment Architects, Inc.

Jayson Jay (CRD# 3089234) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Harvest Wealth Advisors Roseville, CA Aug 2011 - Current 5
Investment Architects, Inc. Roseville, CA Aug 2011 - Current 5
Woodbury Financial Services Roseville, CA Dec 2008 - Aug 2011 2
Citigroup Sacramento, CA May 2007 - Dec 2008 1
Citicorp Sacramento, CA Jun 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jayson H. Jay
Phone Number: 707-763-7861
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    651
    ACCOUNTS
  • Average Account Value
    $277,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, NV, OR, TX, UT, WA

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BADGES
83

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