Jay Lance Forshee

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-22
VA	RA	APPROVED	2026-03-12

TX RA
APPROVED

Since 2026-05-22
VA RA
APPROVED

Since 2026-03-12

Branch Locations

13135 Route 50 Suite 380, Fairfax, VA 22033 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	01/2026	Present
Georgetown University	Washington Dc	DC	07/2025	01/2026
Alice Walton School Of Medicine	Bentonville	AR	04/2023	06/2025
Arkansas College Of Osteopathic Medicine	Fort Smith	AR	06/2021	04/2023
Southern Utah University	Cedar City	UT	08/2017	06/2021
Oklahoma State University	Stillwater	OK	05/2012	08/2017

01/2026 → Present

Edward Jones

St. Louis, MO
07/2025 → 01/2026

Georgetown University

Washington Dc, DC
04/2023 → 06/2025

Alice Walton School Of Medicine

Bentonville, AR
06/2021 → 04/2023

Arkansas College Of Osteopathic Medicine

Fort Smith, AR
08/2017 → 06/2021

Southern Utah University

Cedar City, UT
05/2012 → 08/2017

Oklahoma State University

Stillwater, OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-11

S66 Uniform Combined State Law Examination

2026-03-11

Other Names

Lance Forshee
Jay L Forshee

View on SEC IAPD

Other Firms

ARKADIOS WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

PALLADIUM WEALTH MANAGEMENT, LLC

PROFESSIONAL FINANCIAL SOLUTIONS, LLC

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

EQUITY SERVICES, INC.

EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY

Patrizia Francesca Adriazola

TANZIMA ASHRAFI

KAREN MAN TSANG

Andrew William Crowe

MICHAEL JOSEPH MCLENIGAN

ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA

WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA

PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA

PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA

COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA

EQUITY SERVICES, INC. · FAIRFAX, VA

EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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