DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jay Laurence Wells
Feed of 09/14/2026
Also filed as Jay Laurence Wells
At current firm
6 y
since Oct 17, 2019
In the industry
26 y
since Jan 12, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Greenbridge Partners LLC independent RIA currentsince Oct 17, 2019 · Lakeland, Fl
- Triumph Wealth Advisors, Inc. formerDec 11, 2013 to Jul 7, 2020 · Acworth, Ga
- Edward Jones national BDSep 13, 2011 to Oct 6, 2011 · St Louis, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 5, 2001 to Apr 22, 2005 · Venice, Fl
Moves
a registration end followed by a registration begin elsewhere
- Triumph Wealth Advisors, Inc. to Greenbridge Partners LLCleft Jul 7, 2020, registered Oct 17, 2019 (-264 days) · RIA to RIA
- Edward Jones to Triumph Wealth Advisors, Inc.left Oct 6, 2011, registered Dec 11, 2013 (797 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jonesleft Apr 22, 2005, registered Sep 13, 2011 (2335 days) · Wirehouse to affiliated broker-dealer or bank
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address