Greenbridge Partners LLC

Greenbridge Partners LLC (CRD# 304445) is a financial advisory firm headquartered in Lakeland, FL. They manage $178,734,014 in 410 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3700 Airfield Dr West, Lakeland, FL 33811
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $435,937
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, TN

Financial Advisors at Greenbridge Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jay Wells, financial advisor Lakeland FL
Jay L. Wells
CRD#: 2617589
3700 Airfield Dr West, Lakeland, FL 33811

Jay Wells (CRD# 2617589) is an Investment Advisor Representative working at Greenbridge Partners LLC in Lakeland, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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