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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-01-20 |
Branch Locations
1715 Aaron Brenner Drive, Suite 218, Memphis, TN 38120 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Century Wealth Management, Llc | Memphis | TN | 07/2007 | 12/2021 |
| Beacon Pointe Advisors, Llc | Memphis | TN | 01/2022 | Present |
Community Foundation of Greater Memphis in Memphis, TN. Jay is a Board member and chair for the investment committee. Position started on 1/2017, which takes 20 hours yearly, zero of which are during trading hours.
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