Jay E. Coburn
Professional summary
Jay Elliot Coburn, who also goes by Jay Elliot Coburn, Jay Coburn, is a registered financial professional currently at COMMERCE BROKERAGE SERVICES, INC. located in Kansas City, Missouri.
Jay is registered as a RR (Registered Representative) and started their career in finance in 2015. Jay has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jay Elliot Coburn's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2025 - Present
COMMERCE BROKERAGE SERVICES, INC.
Office #1: 1000 Walnut 3rd Floor, Kansas City, MO 64106November 17, 2022 - March 11, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 9, 2022 - March 11, 2025
FIDELITY BROKERAGE SERVICES LLC
May 24, 2018 - July 1, 2022
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
June 1, 2015 - July 1, 2022
AMERICAN CENTURY INVESTMENT SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/28/2025)
Exams
FINRA
Current Firm
COMMERCE BROKERAGE SERVICES, INC.
CRD#: 17140 / SEC#: 801-66509, 8-35096
Contact information
FINRA licenses (46 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COMMERCE BANK | SOLE STOCKHOLDER | |
| CHMELKA, JOHN EMIL | PRINCIPAL OPERATIONS OFFICER | 2052962 |
| HARMON, THOMAS DARIN | PRESIDENT/CHIEF EXECUTIVE OFFICER | 7787415 |
| MOWER, MATHEW ROBERT | SENIOR VICE PRESIDENT | 3176197 |
| REECE, JOSEPH STEVEN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 2227282 |
| ROWE, MARGARET | CORPORATE SECRETARY | 7576973 |
| SIMPSON, TIFFANY LYNN | TREASURER/CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER | 6685507 |
| SWANSON, ERIK ANDREW | EXECUTIVE VICE PRESIDENT | 4170204 |
Regulatory assets under management
| Total Number of Accounts | 3,570 |
| AUM (Assets Under Management) | $ 650,363,405 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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