Jay Robert Brown
Investment adviser representative at Boulay Wealth
25 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$3BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Bfa Holdings, LLCJan 2022 to now
- Boulay WealthApr 2017 to now
- Boulay Financial Advisors, LLCMar 2017 to now
- Valmark Securities, Inc.Mar 2017 to now
- Boulay, PllpMar 2017 to Dec 2021
- Cri Securities, LLCJul 2008 to Mar 2017
- Securian Financial ServicesJun 2002 to Mar 2017
- Minnesota Life Insurance CompanyJun 2001 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boulay Wealth
Legal name: Boulay Financial Advisors, LLC
$3BAssets managed
1,123Clients
33Advisers
25 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
- 4542374
- Firm CRD
- 111334