Jay Llewelyn (CRD# 6666235) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Entrust Financial, LLC | Wayne, PA | Dec 2019 - Current | 4 |
| Envest Asset Management | Ridgefield, CT | Oct 2016 - Nov 2019 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2016 - Aug 2016 | < 1 |
| Mcadam LLC | Philadelphia, PA | Jun 2016 - Aug 2016 | < 1 |
| Robert Morris University | Moon, PA | Sep 2012 - May 2016 | 3 |
| Apple Mountain Golf Course | Saginaw, MI | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- PA
-
Total Assets Under Management266MILLIONS
-
Total Number of Accounts806ACCOUNTS
-
Average Account Value$330,076
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, LA, MA, NC, NJ, PA, TX
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