Jay Wells
Jay Wells is a registered investment advisor at Greenbridge Partners LLC, based in Lakeland, FL, with 23 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, High Net Worth, and 3 more. Their firm serves 457 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
3700 Airfield Dr West, Lakeland, FL, 33811
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is involved in fixed insurance sales as an independent agent and owns Jay L. Wells, Inc., an insurance agency writing life, health, and fixed insurance business. He also owns Greenbridge Partners, LLC, an RIA firm, and Jay L. Wells Private Client Group, a DBA for registered rep business, dedicating about half his time to Greenbridge Partners and nearly full-time to Jay L. Wells Private Client Group.
Employment History
Current Registrations
Greenbridge Partners LLC
World Equity Group, INC.Broker
Previous Registrations
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Painewebber IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
Forth Financial Securities, CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations29 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.