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Research Analyst & Portfolio Associate, Shareholder · Entrust Financial LLC

Jay G. Llewelyn

CRD 6666235 · Named on Form ADV at one SEC-registered adviser

At a glance

Entrust Financial LLC, an SEC-registered wealth manager based in Wayne, PA with $351 million in regulatory assets, lists Jay G. Llewelyn on its Form ADV as Research Analyst & Portfolio Associate, Shareholder.

Firms and roles

  • Entrust Financial LLCResearch Analyst & Portfolio Associate, ShareholderWealth manager · Wayne, PA · $351M in regulatory assets

AtlasMembers

Jay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.