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Jay Laurence Wells

GREENBRIDGE PARTNERS LLC·LAKELAND, Florida
SIE, Series 7, Series 63, Series 66Clean record25 years registeredGREENBRIDGE PARTNERS LLC
3700 AIRFIELD DR WEST, LAKELAND, FL 33811CRD# 2617589Firm CRD# 304445

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Laurence Wells · LAKELAND, FL
Registration
CRD #2617589 · GREENBRIDGE PARTNERS LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

GREENBRIDGE PARTNERS LLC
Oct 2019 – present
TRIUMPH WEALTH ADVISORS, INC.
Dec 2013 – Jul 2020
LAKELAND, FL
EDWARD JONES
Sep 2011 – Oct 2011
SARASOTA, FL
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Jan 2001 – Apr 2005
VENICE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · January 5, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREENBRIDGE PARTNERS LLC
CRD 304445 · SEC 801-127934
AUM
$179M
Regulatory assets under management
Employees
1
410 client accounts
Services offered by GREENBRIDGE PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREENBRIDGE PARTNERS LLC →
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05

Frequently Asked Questions

What services does Jay Laurence Wells offer?
Jay Laurence Wells specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Jay Laurence Wells's credentials?
Jay Laurence Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Laurence Wells located?
Jay Laurence Wells is based in LAKELAND, Florida, working with GREENBRIDGE PARTNERS LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Jay Laurence Wells charge for services?
Jay Laurence Wells's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENBRIDGE PARTNERS LLC?
GREENBRIDGE PARTNERS LLC has approximately 1 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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