Jay R. Brown

BOULAY WEALTH

Eden Prairie, MN 55344

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CRD#: 4542374

Professional summary

Jay Robert Brown, AIF®, CFP®, ChFC®, CLU®, who also goes by Jay R Brown, is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota and VALMARK SECURITIES, INC. located in Eden Prairie, Minnesota.

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 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay R Brown

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 Robert Brown'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 19, 2017 - Present

BOULAY WEALTH

Office #1: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344

RIA

CRD#: 111334

Eden Prairie, MN

Current

March 31, 2017 - Present

VALMARK SECURITIES, INC.

Office #1: 11095 Viking Drive, #500, Eden Prairie, MN 55344Office #2: 100 S 5th St., Suite 1825, Minneapolis, MN 55402

CRD#: 31243

Eden Prairie, MN

Past

January 15, 2014 - March 21, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ST PAUL, MN

Past

January 15, 2014 - March 21, 2017

CRI SECURITIES, LLC

RIA

CRD#: 22589

ST PAUL, MN

Past

July 25, 2008 - March 21, 2017

CRI SECURITIES, LLC

CRD#: 22589

ST PAUL, MN

Past

July 1, 2002 - March 21, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST PAUL, MN

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".

BOULAY WEALTH

BOULAY FINANCIAL ADVISORS, LLC | BOULAY WEALTH

CRD#: 111334 / SEC#: 801-60141

RIA

Registered Investment Advisory firm - (4/17/2001 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.

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

Iowa
(3/31/2017)

Minnesota
(3/31/2017)

IAR

Minnesota
(4/19/2017)

Missouri
(3/31/2017)

Washington
(9/20/2018)

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: 12/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/12/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BOULAY WEALTH

BOULAY FINANCIAL ADVISORS, LLC | BOULAY WEALTH

CRD#: 111334 / SEC#: 801-60141

RIA

Registered Investment Advisory firm - (4/17/2001 Approved)

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Contact information

Main Address

11095 Viking Drive Suite 500, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 893-9320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOULAY WEALTH AUG 2025 ADV 2A.2B (8/29/2025)

Regulatory assets under management

Total Number of Accounts	4,260
AUM (Assets Under Management)	$ 2,420,741,792

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.

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Advisor Monitoring

Firm Stability Insights

Jay R. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Robert Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BOULAY WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2002

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2002

Series 24

Date: 7/12/2008

FINRA

Current Firm

BOULAY WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOULAY WEALTH

TRUST BUT VERIFY

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