Jay Wallace Branson

Current Employers

Employment History

• 01/1991 → Present
  Branson, Fowlkes & Co, Inc.
  Houston, TX
• 12/2008 → Present
  Triad Advisors, Inc.
  Norcross, GA

Other Businesses

1- BRANSON, FOWLKES & CO,L INC; INVESTMENT RELATED;19 Briar Hollow,Suite 130,Houston,TX 77027; APPOINTMENT WITH MULTIPLE LIFE AND ANNUITY INSURANCE CARRIERS; PRINCIPAL/ INDIVIDUALLY APPOINTED AGENT; 1991; 15 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSIONS; PERIODICALLY RECOMMEND TRADITIONAL INSURANCE PRODUCTS. 2- BRANSON, FOWLKES/ RUSSELL INC; INVESTMENT RELATED;19 Briar Hollow,Suite 130,Houston,TX 77027; RIA; PRINCIPAL AND IAR; 1991; 30 HRS/MONTH; 1 HR/DAY; COMPENSATION-FEES; MANAGING INVESTMENT PORTFOLIOS ON A FEE BASIS. 3- BRANSON, FOWLKES & CO,L INC; INVESTMENT RELATED;19 Briar Hollow,Suite 130,Houston,TX 77027; INDEPENDENT RIA; PRINCIPAL/IAR; 1991; 120 HRS/MONTH; 6 HRS/DAY; COMPENSATION-FEES; MANAGING INVESTMENT PORTFOLIOS ON A FEE BASIS. 4)8 Dragons Property Holdings,LLC;not investment related;2927 Sackett St,Houston,TX 77098;owns resort rental property in Florida;managing member;2016;2 hrs/month;0 hrs during trading;own a condo in Florida that is a resort rental and is managed by a company that gives me a monthly report 5)Islander #501 Property Holdings,LLC;not investment related;2927 Sackett St,Houston,TX 77098;beach condo real estate in Okaloosa County;managing member LLC;2016;2 hrs/month;0 hrs during trading;purchased a Florida beach condo and have it managed for weekly rentals. I plan on staying there two or three weeks a year and have a mgmt company that manages all aspects of property 6)Rental property;not investment related;6950 East Deer Valley Dr,#106,Park City,UT;second rental home;owner;9/2020;2 hrs/month;0 hrs during trading;ski condo that is rented by management company to short term renters,pay mortgage and monitor rental activity reports

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-07
• S63 Uniform Securities Agent State Law Examination
  1985-03-07

Designations

Other Names

• Wallace Jay J W Branson