Jay Laurence Wells
Investment adviser representative at Greenbridge Partners LLC
14 yearsExperience
1 stateRegistered in
$433.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Greenbridge Partners LLCSep 2019 to now
- World Equity GroupJun 2019 to now
- Taylor Capital ManagementJan 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Greenbridge Partners LLC
$433.1MAssets managed
648Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2617589
- Firm CRD
- 304445