JW

Jay M. Weinstein

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CRD#: 462020
JW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jay Michael Weinstein was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1969. Jay had worked at 5 firms and has passed the SIE and Series 1 exams.

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 1, 1999 - March 17, 2011

VANSANT MEWSHAW

RIA
CRD#: 106858
LUTHERVILLE, MD
Past

July 27, 1993 - September 28, 2011

OSAIC FA, INC.

RIA
CRD#: 3978
TIMONIUM, MD
Past

April 25, 1984 - November 16, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 19, 1984 - April 21, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

December 28, 1981 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

May 1, 1969 - July 23, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

May 1, 1969 - May 23, 2017

OSAIC FA, INC.

BD
CRD#: 3978
TIMONIUM, MD

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/23/1969
Registered Representative Examination

Current Firm


VM
VANSANT MEWSHAW
VAN SANT & MEWSHAW, INC | VANSANT MEWSHAW

CRD#: 106858 / SEC#: 801-41651

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Contact information


Main Address
11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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

Company Information


VANSANT MEWSHAW

CRD#: 106858

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