JR
Jay Robert Brown
CRD 4542374
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Boulay Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Boulay Financial Advisors, Llc
President, Secretary, Chief Compliance Officer, Partner, Governor · Less than 5% · Aug 2024
-
Boulay Financial Advisors, Llc
Member · GP / trustee / elected manager · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗