Jay Dias
Jay Dias is a registered investment advisor at Wesbanco Securities, INC., based in Youngstown, OH, with 16 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
7525 Market St., Youngstown, OH, 44512
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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 operates Premier Wealth Financial Services as a DBA for his LPL business and works as a financial consultant at Premier Bank Trust, dedicating minimal time. He also officiates local minor sports through the Ohio Athletic Association, spending about 10-20% of his time on this activity, and sells non-variable insurance through Premier Wealth Services, spending a few hours per week on this activity.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
PNC Investments
PNC InvestmentsBroker
State Registrations2 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.