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JG

Jeffrey R. Guylay

COLONNADE ISLAND
Rio Grande, PR 00745-2900
CRD#: 2716270
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JG
Jeffrey Richard GuylayCOLONNADE ISLAND

Professional summary

Jeffrey Richard Guylay, who also goes by Jeff Guylay, is a registered financial professional currently at COLONNADE ISLAND LLC located in Rio Grande, .

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1996. Jeffrey has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Guylay

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) - BD

Click below to view Jeffrey Richard Guylay's 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

January 10, 2023 - Present

COLONNADE ISLAND LLC

Office #1: 7000 Bahia Beach Blvd. Las Ventanas Ii-314, Rio Grande, PR 00745-2900
BD
CRD#: 322763
Rio Grande, PR
Past

October 11, 2007 - June 28, 2022

COLONNADE SECURITIES LLC

BD
CRD#: 144771
CHICAGO, IL
Past

July 29, 1999 - April 28, 2000

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

April 16, 1996 - September 16, 1997

JPMSI

BD
CRD#: 15733
NEW YORK, NY

State Registrations and Notice Filings

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

RR
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

RR
Florida
(1/26/2023)
RR
Idaho
(1/20/2023)
RR
Puerto Rico
(1/19/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/28/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/10/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/28/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
COLONNADE ISLAND LLC
COLONNADE ISLAND LLC

CRD#: 322763 / SEC#: , 8-70961

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
7000 Bahia Beach Blvd. Las Ventanas Ii-314, Rio Grande, PR 00745-2900
Mailing Address
7000 Bahia Beach Blvd. Apt. 314, Rio Grande, PR 00745-2900
Phone number
(847) 452-8315
Established
Puerto Rico since 04/18/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
GUYLAY, JEFFREY RICHARDSOLE MEMBER, CEO, CCO, EXECUTIVE REPRESENTATIVE AND MANAGING MEMBER2716270
COCKING, GINA MARIEFINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2937883

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.

Company Information

COLONNADE ISLAND LLC

CRD#: 322763Rio Grande, PR 00745-2900

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