JG
JG
Jay Geaslen
33 Years of Experience
Safety Harbor, FL
5 DisclosuresBrokerSells Insurance
Jay Geaslen is a registered investment advisor, based in Safety Harbor, FL, with 33 years of industry experience.
Location
Safety Harbor, FL
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Regulatory History (5)
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Customer Dispute
September 2024Settled
Regulatory
September 2024Final
Customer Dispute
September 2024Settled
Customer Dispute
March 2013Settled
Customer Dispute
February 2005Withdrawn
Other Business ActivitiesSells Insurance
Jay sells insurance products through Avantax Insurance Agency and fixed indexed annuities, dedicating a few hours per week to the latter. He is also a managing member or partner in GK Capital Advisors LLC and Legacy Wealth Management LLC, spending full-time on wealth management activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Investment Services, INC.Broker
September 2022 - September 2025 · 3 yrs
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
Ameriprise Financial Services, LLC
April 2013 - September 2022 · 9 yrs 5 mos
Ameriprise Financial Services, LLCBroker
April 2013 - September 2022 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - March 2013 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - March 2013 · 13 yrs 9 mos
Chubb Securities CorporationBroker
October 1996 - July 1997 · 9 mos
Cigna Financial Advisors,inc.Broker
February 1991 - September 1996 · 5 yrs 7 mos
State Registrations21 states
ALAZCACOCTFLGAILLAMDMIMNNCNYOHPAPRSCTNTXWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.