Jay L. Wells

GREENBRIDGE PARTNERS LLC

Lakeland, FL 33811

Some features on this profile are disabled

CRD#: 2617589

Professional summary

Jay Laurence Wells, who also goes by Jay Laurence Wells Sr, is a registered financial advisor currently at GREENBRIDGE PARTNERS LLC located in Lakeland, Florida and WORLD EQUITY GROUP, INC. located in Lakeland, Florida.

Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jay has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Laurence Wells Sr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Laurence Wells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2019 - Present

GREENBRIDGE PARTNERS LLC

Office #1: 3700 Airfield Dr West, Lakeland, FL 33811

RIA

CRD#: 304445

Lakeland, FL

Current

June 25, 2019 - Present

WORLD EQUITY GROUP, INC.

Office #1: 3700 Airfield Drive West, Lakeland, FL 33811

RIA

CRD#: 29087

Lakeland, FL

Past

December 11, 2013 - July 7, 2020

TRIUMPH WEALTH ADVISORS, INC.

RIA

CRD#: 153175

LAKELAND, FL

Past

January 9, 2012 - July 23, 2019

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

LAKELAND, FL

Past

September 13, 2011 - October 6, 2011

EDWARD JONES

RIA

CRD#: 250

SARASOTA, FL

Past

August 25, 2011 - October 6, 2011

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

January 5, 2001 - April 22, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VENICE, FL

Past

January 5, 2001 - April 22, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 19, 1999 - January 26, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 23, 1998 - March 10, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 23, 1998 - March 10, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

December 1, 1997 - December 3, 1999

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

June 16, 1997 - December 1, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

October 10, 1995 - January 9, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

May 30, 1995 - June 26, 1995

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENBRIDGE PARTNERS LLC

CRD#: 304445 / SEC#: 801-127934

RIA

Registered Investment Advisory firm - (5/5/2023 Approved)

Florida

Registered Investment Advisory firm - (5/18/2023 Terminated)

Georgia

Registered Investment Advisory firm - (5/18/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/25/2019)

Arizona
(6/25/2019)

California
(6/25/2019)

Colorado
(6/25/2019)

Connecticut
(6/2/2025)

Delaware
(7/7/2021)

District of Columbia
(6/25/2019)

Florida
(6/25/2019)

IAR

Florida
(10/17/2019)

Georgia
(6/25/2019)

Hawaii
(9/21/2021)

Illinois
(6/25/2019)

Indiana
(6/25/2019)

Kentucky
(6/18/2020)

Louisiana
(2/26/2021)

Massachusetts
(6/25/2019)

Michigan
(6/25/2019)

Minnesota
(6/2/2025)

Missouri
(2/2/2022)

New Hampshire
(4/12/2023)

New York
(8/19/2025)

North Carolina
(6/25/2019)

Ohio
(6/25/2019)

Rhode Island
(10/2/2023)

South Carolina
(6/25/2019)

Tennessee
(6/25/2019)

Texas
(8/10/2023)

Virginia
(6/25/2019)

Washington
(6/25/2019)

West Virginia
(6/25/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GREENBRIDGE PARTNERS LLC

CRD#: 304445 / SEC#: 801-127934

RIA

Registered Investment Advisory firm - (5/5/2023 Approved)

Florida

Registered Investment Advisory firm - (5/18/2023 Terminated)

Georgia

Registered Investment Advisory firm - (5/18/2023 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3700 Airfield Dr West, Lakeland, FL 33811

Mailing Address

Po Box 115, Englewood, FL 34295

Phone number

(863) 688-5938

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GREENBRIDGE PARTNERS LLC (3/12/2025)

ADV PART 2B- WELLS (3/12/2025)

Regulatory assets under management

Total Number of Accounts	517
AUM (Assets Under Management)	$ 254,813,205

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jay L. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Laurence Wells's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

TRIUMPH WEALTH ADVISORS, INC.

TAYLOR CAPITAL MANAGEMENT INC.

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

CAPITAL BROKERAGE CORPORATION

FORTH FINANCIAL SECURITIES, CORPORATION

FORTH FINANCIAL SECURITIES, CORPORATION

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

GREENBRIDGE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2011

Series 63

Date: 1/12/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2011

FINRA

Current Firm

GREENBRIDGE PARTNERS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENBRIDGE PARTNERS LLC

TRUST BUT VERIFY

Similar Advisors