JW
CFP
JW
CFP

Jayce Wallace

14 Years of Experience
Elmhurst, IL
BrokerSells Insurance

Jayce Wallace is a CFP-designated registered investment advisor, based in Elmhurst, IL, with 14 years of industry experience.

Location

940 N. Industrial Dr., Elmhurst, IL, 60126-1131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jayce is an insurance agent selling life, accident, health, and P&C insurance products since 2008, dedicating a few hours per week. He is also a 21.5% owner/partner at Emerling, Floss, Murphy & Associates, selling insurance products, and a board member at East Aurora Country Club, each taking about 100 hours per month.

Employment History
Current Registrations
Lasalle St Securities, L.L.C.
February 2025 - Present · 1 yr 5 mos
Lasalle St. Investment Advisors, L.L.C.
February 2025 - Present · 1 yr 5 mos
Lasalle St Securities, L.L.C.Broker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Cadaret Grant & CO INC
May 2021 - February 2025 · 3 yrs 9 mos
Cadaret, Grant & CO., INC.Broker
February 2014 - February 2025 · 11 yrs
MML Investors Services, LLCBroker
January 2012 - February 2014 · 2 yrs 1 mo
State Registrations5 states
CAFLNYPATX
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.