Jay Pluimer has been Director of Investments of Flourish Wealth Management since September 2016, is a control person of the firm and directly owns under 5% of it. Jay Pluimer holds a BA in History from Lawrence University.
Flourish Wealth Management Inc. is an Edina, MN firm with $455M under management, 157 clients and 5 advisers in one office, as of its May 2026 filing.
Jay Pluimer is Director of Investments of Flourish Wealth Management. He has been in the Director of Investments role since 2017, combining investment analysis with portfolio management. His earlier roles include investment analyst and client service positions at Summit Creek Advisors, FAF Advisors, Stanton Group, Jeffrey Slocum & Associates, Okabena Company and IAI Mutual Funds.
Jay Pluimer’s longest registration is the current one, 10 years at Flourish Wealth Management since 2016. Before joining Flourish Wealth Management in 2016, Jay Pluimer was registered through Stanton Investment Advisors and Stanton Investment Services, Inc.
- – present · 10 yearsEdina, MN · Adviser representative · Firm CRD 170591
- Stanton Investment Advisors– · 1 yearRichardson, TX · Adviser representative · Firm CRD 29462
- Stanton Investment Services, Inc.– · under a yearRichardson, TX · Adviser representative · Firm CRD 29462
Professional designations
Listed by Flourish Wealth Management
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Jay Pluimer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2016; the most recent is Texas, in October 2024.
- MinnesotaSince 12 September 2016
- TexasResidentSince 18 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2016 |
| Series 24 | General Securities Principal Examination | 11 November 2004 |
| Series 66 | Uniform Combined State Law Examination | 2 October 2003 |
| Series 7 | General Securities Representative Examination | 13 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 July 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jay Edward Pluimer
- CRD
- 2272144
- Firm
- Flourish Wealth Management · CRD 170591
- Role
- Director of Investments
- Office
- 3300 Edinborough Way, Suite 420, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- flourishwealthmanagement.com
Where does Jay Pluimer work?
Jay Pluimer has been Director of Investments of Flourish Wealth Management Inc. since September 2016, and is a control person of the firm.
Is Jay Pluimer a financial advisor?
Yes. Jay Pluimer has a current investment-adviser registration in Minnesota and Texas, through Flourish Wealth Management since September 2016.
How many years of experience does Jay Pluimer have?
Jay Pluimer has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Jay Pluimer passed?
Jay Pluimer has passed 5 licensing exams: the Series 6, Series 7, Series 66, Series 24 and Series 65. The earliest, the Series 6, was passed in July 1995.
Where did Jay Pluimer work before Flourish Wealth Management?
Before Flourish Wealth Management, Jay Pluimer was registered through Stanton Investment Advisors, March 2004 to November 2005; Stanton Investment Services, Inc., March 2004 to March 2004.
Where is Jay Pluimer based?
Jay Pluimer’s registered office is in Edina, MN.
Is Jay Pluimer registered with FINRA?
No. Jay Pluimer has no current broker registration.
How can I verify Jay Pluimer’s record?
Search CRD 2272144 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Pluimer’s full registration record.
