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3700 Airfield Dr West, Lakeland, FL 33811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Capital Management | Woodstock | GA | 01/2012 | 06/2019 |
| World Equity Group | Lakeland | FL | 06/2019 | Present |
| Greenbridge Partners Llc | Lakeland | FL | 09/2019 | Present |
1. I AM ENGAGED IN FIXED INSURANCE SALES, WHICH IS INVESTMENT RELATED, AS AN INDEPENDENT INSURANCE AGENT. I OWN A LIFE, HEALTH, AND ANNUITY INSURANCE AGENCY IN THE STATE OF FLORIDA IN THE NAME OF JAY L. WELLS, INC., 3700 AIRFIELD DR. WEST, LAKELAND, FL 33811, WHICH WAS INCORPORATED IN JANUARY OF 2012. I USE THE BROKERS NETWORK, SHURWEST FINANCIAL, IMPACT PARTNERSHIP AND ADVISORS EXCEL AS IMO/FMO'S FOR MANY PRODUCTS WHICH INCLUDE LIFE, HEALTH, LONG-TERM CARE, MEDICARE SUPPLEMENTS, AND FIXED INDEX ANNUITIES. I HAVE AN AGREEMENT WITH GOLDEN RULE AND UNITED HEALTH CARE FOR HEALTH INSURANCE AND MEDICARE PRODUCTS. I SPEND APPROXIMATELY 10 HOURS PER MONTH OF WHICH ALL ARE DURING SECURITIES TRADING HOURS ON THESE BUSINESS ACTIVITIES. 2) REGISTERED REP OF WORLD EQUITY GROUP, A BROKER DEALER WHERE I RECEIVE COMMISSIONS FROM PRODUCTS SOLD. 3) President; Jay L Wells Inc; Investment related: Yes; Location: 3700 Airfield Dr West Lakeland FL 33811; Description of the business: I own an insurance agency that writes life, health and fixed insurance business; Business Started: 2012-01-12; During trading hours: 15 - During outside trading hours: 15 - Expected total yearly compensation derived from the business: 5 4) Greenbridge Partners, LLC; Investment Related; Start 10/17/2019; Approx 80 Hrs/month all during trading hours;3700 Airfield Dr. West, Lakeland, FL 33811; Owner/Managing Partner/Investment Adviser Rep; Owner of RIA as well as an Investment Advisor Representative. The RIA firm offers Advisory Services; Duties: Investment related, such as asset management and financial planning & advisory services. Run day-to-day business operations. 5) Jay L. Wells Private Client Group - DBA, Investment Related, 6-2019, 160 hours/mo, and 120 of them during trading hours, 3700 Airfield Dr., Lakeland, FL 33811, Nature: DBA for all Registered Rep related business, Position: Owner/President, use appropriate financial products to fill the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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