Jay Tilden Proffitt

Employer firm

Grantd Wealth, Inc. CRD 310908

$3.25M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 10/2019 → 12/2019
  Just2Trade, Inc.
  New York, NY
• 10/2024 → 12/2024
  Mmm Securities Llc
  New York, NY
• 11/2024 → 07/2025
  Finova Securities Llc
  Austin, TX
• 09/2025 → 02/2026
  Netshares Financial Services
  Austin, TX
• 02/2026 → Present
  Grantd Wealth, Inc.
  Austin, TX
• 08/2006 → 02/2018
  Charles Schwab & Co., Inc.
  Austin, TX
• 03/2018 → 09/2019
  Argute, Llc
  Austin, TX
• 01/2020 → 09/2020
  Score Priority Corp.
  New York, NY
• 09/2020 → 03/2021
  Dlp Securities, Llc
  Austin, TX
• 03/2021 → 06/2023
  Securitize Markets, Llc
  New York, NY
• 09/2021 → 06/2023
  Securitize Capital, Llc
  San Francisco, CA
• 07/2023 → 10/2023
  Alto Securities, Llc
  Austin, TX
• 01/2024 → Present
  Gigcxos
  Austin, TX
• 03/2024 → 12/2024
  Monark Markets Inc.
  Austin, TX
• 03/2024 → 09/2024
  Thinktanktwo Securities Llc
  Boca Raton, FL
• 03/2024 → 07/2024
  Option Circle
  Austin, TX
• 06/2025 → Present
  Fennel Financials Llc
  Austin, TX
• 07/2025 → 09/2025
  Izun Securities Llc
  Austin, TX
• 09/2025 → Present
  Nassau Street Securities
  Austin, TX
• 12/2025 → 01/2026
  Merriwether Investments, Inc.
  Austin, TX
• 01/2026 → Present
  Hfm Investment Advisor, Llc
  Austin, TX

Other Businesses

I am the Founder and CEO of GiGCXOs, a consulting firm for broker-dealers and RIAs. It is investment-related as my firm provides outsourced compliance and operational support to investment advisers, introducing brokers, and broker-dealers. The address is 2513 Rio Mesa Drive, Austin, Texas 78732. I started the business in January 2024. I work approximately 2 hours a week during trading hours, with GiGCXOs. I own, manage, and operate GiGCXOs. Currently, Fennel Financials, HFM Investment Advisors, Netshares Financial Services, Merriwether Investments, Inc. (dba Grantd Wealth, Inc.), and Nassau Street Securities are customers of GiGCXOs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-13