JB
Jay R. Blanchard
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT
Williamsville, NY 14221
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CRD#: 4501494
JB
Professional summary
Jay Robert Blanchard is a registered financial advisor currently at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC located in Williamsville, New York and PEAK BROKERAGE SERVICES, LLC located in Williamsville, New York.
Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jay has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1)JAY R BLANCHARD (SOLE PROP), PRACTICE MANAGEMENT & TECHNOLOGY CONSULTANT, 5% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; NO COMP
2)JAY R BLANCHARD (DBA, SELF); INSURANCE SALES; AGENT; 20% TIME; NO OWNERSHIP; CONTINUOUS TERM; 5% COMP
3)THE FINANCIAL GUYS, LLC(DBA); INSURANCE; AGENT; 58% TIME SPENT; NO OWNERSHIP; CONTINUOUS TERM; 61% TOTAL COMP
4)THE FINANCIAL GUYS, LLC; LLC; GROUP INSURANCE; AGENT; <1% TIME SPENT; 1% OWNERSHIP;OPEN
5)THE FINANCIAL GUYS, LLC; LLC; INSURANCE VIA JONATHAN HIND FINANCIAL GROUP GENERAL INSURANCE AGENCY; JCN FINANCIAL GROUP LLC; AGENT; 1% TIME SPENT; 0% OWNERSHIP; 1% COMP; INDEFINITE
6)WEALTH TO WOMENS (DBA);DBA;100% OWNERSHIP;10%TIME SPENT;DIRECTOR;10% TOTAL COMP; INDEFINITE TERM
7)INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC; I-RIA; 3% OWNERSHIP; 0% TIME SPENT; 0% COMP;
8) TIME & MONEY LLC; CORPORATION; TEACHING/MENTORING/COACHING; 0% OWNERSHIP; 5% TIME SPENT; 5% TOTAL ANNUAL INCOME; AGENT; INDEFINITE TERM;
9) DTAXME; SOLE PROP; Retained Network of CPA, Tax Prep, Attorneys; 100% OWNERSHIP; 5% TIME SPENT; 2% TOTAL ANNUAL INCOME; CONSULTANT; INDEFINITE TERM;
10) BLACKRIDGE ASSET MANAGEMENT, LLC; Solicitor; COMPENSATION: 0%
11) Life Leadership; Owner; Independent Consultant; Start Date; 5/5/17; Approx 2 hours spent on activity per month. Approx 2 hours spent on activity per month during trading hours.
12) Fundraiser for the American Widow Project; rideforwidows.com
CRS (Client Relationship Summary) - RIA
Click below to view Jay Robert Blanchard'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®
NoneExperience
Current
September 3, 2015 - Present
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Office #1: 305 Spindrift Drive, Williamsville, NY 14221RIA
CRD#: 144733
Williamsville, NY
Current
September 1, 2015 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 305 Spindrift Drive, Williamsville, NY 14221BD
CRD#: 157045
Williamsville, NY
Past
January 5, 2015 - September 3, 2015
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
WILLIAMSVILLE, NY
Past
February 23, 2007 - September 3, 2015
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
WILLIAMSVILLE, NY
Past
April 23, 2003 - March 6, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
WILLIAMSVILLE, NY
Past
February 21, 2002 - December 31, 2002
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
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".
IS
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD#: 144733 / SEC#: 801-69708
RIA
Registered Investment Advisory firm - (11/10/2008 Approved)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.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
Alabama(11/29/2016)
RR
Arizona(1/2/2019)
RR
California(9/2/2015)
RR
Colorado(9/14/2015)
RR
Florida(9/14/2015)
IAR
Florida(10/14/2015)
RR
Illinois(9/28/2015)
RR
Louisiana(5/2/2023)
RR
Maryland(7/29/2021)
RR
Michigan(9/11/2015)
RR
Nevada(8/14/2019)
RR
New Jersey(9/21/2015)
RR
New York(9/10/2015)
IAR
New York(1/27/2022)
RR
North Carolina(9/10/2015)
RR
Ohio(9/3/2015)
RR
Pennsylvania(9/4/2015)
RR
Rhode Island(10/1/2015)
RR
South Carolina(9/15/2015)
RR
Tennessee(4/27/2023)
IAR
Texas(9/3/2015)
RR
Texas(10/1/2015)
RR
Virginia(9/4/2015)
RR
Washington(11/12/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IS
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD#: 144733 / SEC#: 801-69708
RIA
Registered Investment Advisory firm - (11/10/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
305 Spindrift Drive, Williamsville, NY 14221
Mailing Address
Phone number
(716) 568-8566
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,427 |
| AUM (Assets Under Management) | $ 1,226,210,629 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD#: 144733Williamsville, NY 14221TRUST BUT VERIFY
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