Jay Wilen is a registered investment advisor, based in Alpharetta, GA, with 26 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 a financial planner at Obsidian Planning Solutions and another corporation, dedicating nearly full-time and about a quarter of his time, respectively. He also spends minimal time as an assistant leader for a Boy Scout troop.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Obsidian Personal Planning Solutions, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 states
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