Jay Wells has been Managing Member & Chief Compliance Officer of Greenbridge Partners since May 2019, is a control person of the firm and directly owns 75% or more of it.
Greenbridge Partners LLC is a Lakeland, FL firm with $433M under management, 648 clients and 1 adviser in one office, as of its March 2026 filing.
Jay Wells’ longest registration is the current one, 7 years at Greenbridge Partners since 2019. Before joining Greenbridge Partners in 2019, Jay Wells was registered through Triumph Wealth Advisors, Inc. and Edward Jones.
- Greenbridge Partners LLCCurrent– present · 7 yearsLakeland, FL · Adviser representative · Firm CRD 304445
- Triumph Wealth Advisors, Inc.– · 6 yearsLakeland, FL · Adviser representative · Firm CRD 153175
- Edward Jones– · under a yearSarasota, FL · Adviser representative · Firm CRD 250
- Merrill Lynch Pierce Fenner & Smith Inc.– · 4 yearsVenice, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jay Wells is registered as an investment adviser representative in Florida, since October 2019.
- FloridaSince 17 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 September 2011 |
| Series 7 | General Securities Representative Examination | 24 August 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 January 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jay Laurence Wells
- CRD
- 2617589
- Firm
- Greenbridge Partners · CRD 304445
- Role
- Managing Member & Chief Compliance Officer
- Office
- 3700 AIRFIELD DR WEST, Lakeland, FL 33811
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jay Wells work?
Jay Wells has been Managing Member & Chief Compliance Officer of Greenbridge Partners LLC since May 2019, and is a control person of the firm.
Is Jay Wells a financial advisor?
Yes. Jay Wells has a current investment-adviser registration in Florida, through Greenbridge Partners since October 2019.
How many years of experience does Jay Wells have?
Jay Wells has 24 years in the financial industry, since September 2002, across 4 adviser firms.
What exams has Jay Wells passed?
Jay Wells has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in January 2000. FINRA credited Jay Wells with the SIE, which began in October 2018.
Where did Jay Wells work before Greenbridge Partners?
Before Greenbridge Partners, Jay Wells was registered through Edward Jones, September 2011 to October 2011; Merrill Lynch Pierce Fenner & Smith Inc., January 2001 to April 2005.
Where is Jay Wells based?
Jay Wells’ registered office is in Lakeland, FL.
Is Jay Wells registered with FINRA?
Yes. Jay Wells has a current broker registration, under CRD 2617589.
Source: FINRA BrokerCheck
How can I verify Jay Wells’ record?
Search CRD 2617589 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jay Wells’ full registration record.