Jay Gordon Llewelyn

Employer firm

Entrust Financial LLC CRD 174694

$351M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 11/2019
  Envest Asset Management
  Ridgefield, CT
• 12/2019 → Present
  Entrust Financial, Llc
  Wayne, PA

Previous Registrations

• 2016-08-11 → 2016-10-26
  Mcadam Llc
  Philadelphia, PA

Other Businesses

Wissahickon Skating Club; Not investment-related; 550 W Willow Grove Ave, Philadelphia, PA 19118; Recreation; Board member (Non profit); 1/1/2025; 1 hr per month; 0 hrs per month during securities trading hrs; General advisory on club operations

Exams

• S66 Uniform Combined State Law Examination
  2016-08-05

Designations

• Chartered Financial Analyst