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Jay David Franklin

CLARITY CAPITAL ADVISORS, LLC·LAKEWOOD RANCH, Florida
Clean record15 years registeredCLARITY CAPITAL ADVISORS, LLC
9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL 34202CRD# 5899203Firm CRD# 282405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay David Franklin · LAKEWOOD RANCH, FL
Registration
CRD #5899203 · CLARITY CAPITAL ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CLARITY CAPITAL ADVISORS, LLC
Jan 2016 – present
DYNAMIC WEALTH ADVISORS
Apr 2015 – Feb 2016
IRVINE, CA
INDEX FUND ADVISORS, INC.
Jun 2011 – Apr 2015
IRVINE, CA
02

Registrations & Exams

Registration record
First registered · June 29, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARITY CAPITAL ADVISORS, LLC
CRD 282405 · SEC 801-120316
AUM
$294M
Regulatory assets under management
Employees
2
266 client accounts
Services offered by CLARITY CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLARITY CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jay David Franklin offer?
Jay David Franklin specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD RANCH, Florida for a consultation.
What are Jay David Franklin's credentials?
Jay David Franklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay David Franklin located?
Jay David Franklin is based in LAKEWOOD RANCH, Florida, working with CLARITY CAPITAL ADVISORS, LLC. Their office serves clients in the LAKEWOOD RANCH metropolitan area and surrounding communities.
How does Jay David Franklin charge for services?
Jay David Franklin's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY CAPITAL ADVISORS, LLC?
CLARITY CAPITAL ADVISORS, LLC has approximately 2 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARITY CAPITAL ADVISORS, LLC

Cheri Ada Franklin
LAKEWOOD RANCH, FL

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