Jay Daniel Overdeck
Investment Adviser Representative at Florida Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jay Daniel Overdeck is an investment adviser representative with Florida Financial Advisors, LLC in Nashville, TN, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida and Tennessee.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Florida Financial Advisors DBA Tristate Financial AdvisorsJun 2026 – no end date reportedNashville, TN
- Piermont BrandsFeb 2026 – May 2026Bloomington, IN
- Indiana UniversityAug 2022 – May 2026Bloomington, IN
- Fairfax Radiology CentersJun 2025 – Aug 2025Fairfax, VA
- Chick-fil-a RestaurantsJun 2023 – Aug 2023Tysons Corner, VA
- Saint Anselms Abbey SchoolAug 2018 – Jun 2022Washington, DC
- Longfellow Middle SchoolAug 2016 – Jun 2018McLean, VA
- Trinity Wealth Securities, LLCAug 2026 – no end date reportedNashville, TN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Florida Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 848
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Tampa, FL
- SEC file number:
- 801-127276
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Florida Financial Advisors, LLC
Showing 12 of 848 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Daniel Overdeck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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