Jayce J Wallace

Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2014 → 07/2020
  Floss Agency, Inc.
  East Amherst, NY
• 02/2014 → Present
  Cadaret, Grant & Co., Inc.
  Clarence, NY

Previous Registrations

• 2021-05-04 → 2025-02-05
  Cadaret, Grant & Co., Inc.
  E. Amherst, NY
  Syracuse, NY
  Syracuse, NY
  Clarence, NY

Other Businesses

* INSURANCE SALES, AGENT, START 2008, 10 HOURS PER MONTH DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED, SELL LIFE, ACCIDENT, HEALTH AND P&C INSURANCE PRODUCTS. * EMERLING, FLOSS, MURPHY & ASSOCIATES, 21.5% OWNER/PARTNER SINCE 7/1/20, 9092 MAIN STREET, CLARENCE, NY, INSURANCE PRODUCTS, 100 HOURS PER MONTH. * East Aurora Country Club - Board Member. Term is 2024-2026. 10 hours per month. Not investment related. First Aurora Financial Group

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-03-01

Designations

• Certified Financial Planner