Jay Robert Blanchard
Investment Adviser Representative at Independent Solutions Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jay Robert Blanchard is an investment adviser representative with Independent Solutions Wealth Management, LLC in Williamsville, NY, where they have been registered since 2015. They have worked in the securities industry since 2002 and were previously registered with NEXT Financial Group, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida, New York, and Texas.
Office
Advisors at this office: 20
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New York, Texas
- Broker:
21 states and territories
Alabama, Arizona, California, Colorado, Florida, Illinois, Louisiana, Maryland, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington
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.
- Independent Solutions Wealth Management, LLCSep 2015 – no end date reportedWilliamsville, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independent Solutions Wealth Management, 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
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
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
Portfolio management, investment research, wealth management solutions, retirement income planning, tax-efficient investing strategies, estate and legacy planning, charitable giving strategies, investment committee oversight, and programs including TAPP (Tax & Accounting Professionals Program), Private Wealth Group, and Asset Management Alliance.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Williamsville, NY
- SEC file number:
- 801-69708
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Independent Solutions Wealth Management, LLC
Showing 12 of 30 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 Robert Blanchard 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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