Jayce J Wallace
Investment Adviser Representative at Lasalle St. Investment Advisors, L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jayce J. Wallace is an investment adviser representative with Lasalle St. Investment Advisors, L.L.C. in Clarence, NY, where they have been registered since 2025. They have worked in the securities industry since 2012 and were previously registered with Cadaret Grant & Co Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California, Florida, New York, and Texas.
Registrations & licenses
- Investment adviser:
- California, Florida, New York, Texas
- Broker:
6 states and territories
Arkansas, California, Florida, New York, Pennsylvania, Texas
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.
- Floss Agency, Inc.Feb 2014 – Jul 2020East Amherst, NY
- Cadaret, Grant & Co., Inc.Feb 2014 – no end date reportedClarence, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lasalle St. Investment Advisors, L.L.C.
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
- LAMP $0-$250,0002.50%
- LAMP $250,001-$500,0002.25%
- LAMP $500,001-$1,000,0002.00%
- LAMP $1,000,001-$2,000,0001.80%
+10 more tiers on the firm profile
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
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 162
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Elmhurst, IL
- SEC file number:
- 801-33422
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Lasalle St. Investment Advisors, L.L.C.
Showing 12 of 162 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. Jayce J Wallace 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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