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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

JAY LAURENCE WELLS

Advisor at GREENBRIDGE PARTNERS LLC

LAKELAND, FL

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Search this name across graphsid dfx:ria:e2d90965-4e8b-0517-62e1-3cd1938c3e86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREENBRIDGE PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 12, 2000
First registration: Jan 5, 2001
Dual registered: yes, broker-dealer
Other names: JAY LAURENCE WELLS|JAY LAURENCE WELLS
IAPD individual key: 2617589

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREENBRIDGE PARTNERS LLC	Independent wealth	Oct 17, 2019	n/a	yes	LAKELAND, FL	Current employment
TRIUMPH WEALTH ADVISORS, INC.	Former SEC adviser	Dec 11, 2013	Jul 7, 2020	no	ACWORTH, GA\|LAKELAND, FL\|LAKELAND, FL	Previous registration
EDWARD JONES	National bd RIA	Sep 13, 2011	Oct 6, 2011	no	ST LOUIS, MO\|SARASOTA, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 5, 2001	Apr 22, 2005	no	VENICE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIUMPH WEALTH ADVISORS, INC.	GREENBRIDGE PARTNERS LLC	Jul 7, 2020	Oct 17, 2019	-264	Firm change after gap	RIA to RIA
EDWARD JONES	TRIUMPH WEALTH ADVISORS, INC.	Oct 6, 2011	Dec 11, 2013	797	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EDWARD JONES	Apr 22, 2005	Sep 13, 2011	2,335	Firm change after gap	Wirehouse to ibd

Relationships

Registered with (4)

→ GREENBRIDGE PARTNERS LLCRegistered adviserregistration: current employment
Oct 17, 2019 to presentfactForm ADV
→ TRIUMPH WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 11, 2013 to Jul 7, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 13, 2011 to Oct 6, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 5, 2001 to Apr 22, 2005factForm ADV

Dated events

No dated event names this entity yet.