Jayson JayCRD 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.
Polaris Greystone Financial Group, LLC
Taddei, Ludwig & Associates, Inc.
Ameriprise Financial Services, Inc.
|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|
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
Total Assets Under Management181MILLIONS
Total Number of Accounts651ACCOUNTS
Average Account Value$277,636
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, OR, TX, UT, WA