Jay Champlain
Jay Champlain is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Santa Monica, CA, with 43 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
730 Arizona Avenue, Suite 221, Santa Monica, CA, 90401
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2018Customer Dispute
May 2002Customer Dispute
August 2000Other Business Activities
Jay spends full-time hours on Champlain Wealth Advisors as a DBA for LPL business and providing investment advisory services through Golden State Wealth Management, LLC. He also serves as a board member for Harbor Med Tech, Inc., dedicating minimal time to this role.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
American Express Service CorporationBroker
Ids Securities CORP.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Ids Financial Services INC.Broker
Borden Securities CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.