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Jay L Triemstra

Money Concepts Capital Corp

Palm Beach Gardens, FL

Palm Beach Gardens, FL

St. John, IN

Saint Peters, MO

CRD 1770447

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Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Money Concepts Capital Corp

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2008-08-08
  • IN RA
    APPROVED
    Since 2008-08-08

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

12790 W. 87Th Ave, St. John, IN 46373-9356 • United States

5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Concepts Capital Corp Palm Beach Gardens FL 08/2008 Present
Previous Registrations
  • 2004-09-13 → 2008-07-21
    Invest Financial Corporation
    Laporte, IN
    Michigan City, IN
    Chesterton, IN
    Laporte, IN
    Laporte, IN
    Laporte, IN
    Laporte, IN
  • 2004-05-21 → 2004-08-25
    Investment Centers Of America, Inc.
    Bismarck, ND
  • 2002-01-02 → 2004-01-27
    Great Lakes Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-05
  • S66 Uniform Combined State Law Examination
    2001-12-05
Other Names
  • Jay L Triemstra

View on SEC IAPD

Nearby Firms

WIN ADVISORS, INC
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS

Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL

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