Jay Robert Blanchard

Independent Solutions Wealth Management, LLC

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Independent Solutions Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

3,774 clients

Average Client Portfolio

$325K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$3K

Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

Regulatory History (1)

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Customer Dispute

April 2011

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jay is involved in several business activities, including practice management and technology consulting, insurance sales, and operating multiple DBAs and LLCs. He also dedicates minimal time to Life Leadership and fundraising for the American Widow Project.

Employment History

Current Registrations

Independent Solutions Wealth Management, LLC

September 2015 - Present · 10 yrs 5 mos

Peak Brokerage Services, LLCBroker

September 2015 - Present · 10 yrs 5 mos

Previous Registrations

Next Financial Group, INC.

January 2015 - September 2015 · 8 mos

Next Financial Group, INC.Broker

February 2007 - September 2015 · 8 yrs 7 mos

New England SecuritiesBroker

April 2003 - March 2007 · 3 yrs 11 mos

The Leaders Group, INC.Broker

February 2002 - December 2002 · 10 mos

State Registrations21 states

ALAZCACOFLILLAMDMINCNJNVNYOHPARISCTNTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.