Jay BlanchardCRD Number: 4501494
Current Firm: Independent Solutions Wealth Management, LLC
Jay Blanchard (CRD# 4501494) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Independent Solutions Wealth Management, LLC||Williamsville, NY||Sep 2015 - Current||1|
|Blackridge Asset Management, LLC||Williamsville, NY||Sep 2015 - Current||1|
|Next Financial Group||Williamsville, NY||Feb 2007 - Aug 2015||8|
|New England Securities||Williamsville, NY||Apr 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Feb 2002|
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 Management219MILLIONS
Total Number of Accounts1,997ACCOUNTS
Average Account Value$109,702
- 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
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA
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