Jay Blanchard, financial advisor Williamsville NY
83 score

Jay Blanchard

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
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
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 Jay R. Blanchard
Phone Number: 716-568-8566
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • MI
  • NJ
  • NC
  • OH
  • PA
  • RI
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    1,997
    ACCOUNTS
  • Average Account Value
    $109,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
83

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