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JC

Jay L. Call

ARISTA WEALTH MANAGEMENT
Las Vegas, NV 89148
Some features on this profile are disabled
CRD#: 7554135
JC

Professional summary


Jay Laurence Call, who also goes by Larry Call, is a registered financial advisor currently at ARISTA WEALTH MANAGEMENT, LLC located in Las Vegas, Nevada.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jay has worked at 1 firm and has passed the Series 65 and Series 63 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Larry Call

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 Laurence Call'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®
None

Experience


Current

May 18, 2022 - Present

ARISTA WEALTH MANAGEMENT, LLC

Office #1: 8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148
RIA
CRD#: 141504
Las Vegas, NV

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".
AW
ARISTA WEALTH MANAGEMENT, LLC
ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA
Registered Investment Advisory firm - (6/13/2013 Approved)
Arizona
Registered Investment Advisory firm - (3/7/2014 Terminated)
Nevada
Registered Investment Advisory firm - (4/16/2014 Terminated)
Texas
Registered Investment Advisory firm - (12/7/2012 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Nevada
(5/18/2022)
IAR
Utah
(6/19/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/9/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/22/2022
Uniform Securities Agent State Law Examination

Current Firm


AW
ARISTA WEALTH MANAGEMENT, LLC
ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA
Registered Investment Advisory firm - (6/13/2013 Approved)
Arizona
Registered Investment Advisory firm - (3/7/2014 Terminated)
Nevada
Registered Investment Advisory firm - (4/16/2014 Terminated)
Texas
Registered Investment Advisory firm - (12/7/2012 Terminated)
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Contact information


Main Address
8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 309-9970
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/22/2025)

Regulatory assets under management


Total Number of Accounts1,883
AUM (Assets Under Management)$ 1,028,543,710

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


ARISTA WEALTH MANAGEMENT, LLC

CRD#: 141504Las Vegas, NV 89148

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