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Jay Gordon Llewelyn

ENTRUST FINANCIAL LLC·WAYNE, Pennsylvania
Unclaimed Profile
487 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 6666235Firm CRD# 174694
01

About

Jay Gordon Llewelyn is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with ENTRUST FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ENTRUST FINANCIAL LLC
ENTRUST FINANCIAL LLC
AUM
$266M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ENTRUST FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6666235
Firm CRD# 174694
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Gordon Llewelyn offer?
Jay Gordon Llewelyn specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Jay Gordon Llewelyn's credentials?
Jay Gordon Llewelyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Gordon Llewelyn located?
Jay Gordon Llewelyn is based in WAYNE, Pennsylvania, working with ENTRUST FINANCIAL LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Jay Gordon Llewelyn charge for services?
Jay Gordon Llewelyn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENTRUST FINANCIAL LLC?
ENTRUST FINANCIAL LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENTRUST FINANCIAL LLC

Joseph Martinez
WAYNE, PA
Joslyn Gail Ewart
WAYNE, PA
Mckenzie Jane Frankel
WAYNE, PA
Jennifer Mary Bravo
WAYNE, PA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)NEWTOWN (80)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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