Jay Charles Dias
Investment adviser representative at Wesbanco Securities, Inc.
10 yearsExperience
1 stateRegistered in
$285.9MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wesbanco Securities, Inc.Sep 2025 to now
- LPL Financial LLCMay 2021 to Sep 2025
- Premier BankMay 2021 to Sep 2025
- Cetera Investment Advisers LLCMar 2019 to May 2021
- Cetera Investment Services LLCMar 2019 to May 2021
- Home Savings Bank-merged With First Federal- Bought By PremierMar 2019 to Mar 2021
- The Huntington Investment CompanyJul 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wesbanco Securities, Inc.
$285.9MAssets managed
1,627Clients
51Advisers
5 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
- 5666927
- Firm CRD
- 43276