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Jay Llewelyn Location
Philadelphia, PA, US
Jay Llewelyn Work
Shareholder, Research Analyst and Portfolio Administrator @ (January 2024 - Present)
Research Analyst and Portfolio Associate @ (December 2020 - December 2024)
Client Service Associate @ (December 2019 - December 2020)
Trade Error Analyst @ (June 2018 - December 2019)
Portfolio Specialist @ (October 2016 - June 2018)
Financial Advisor @ (December 2015 - August 2016)
Jay Llewelyn Education
Robert Morris University
Bachelor’s Degree (Finance Economics and Accounting)
2012-2016
Jay Llewelyn Summary
Jay Llewelyn, based in Philadelphia, PA, US, is currently a Shareholder, Research Analyst and Portfolio Administrator at Entrust Financial LLC. Jay Llewelyn brings experience from previous roles at Entrust Financial LLC and Envestnet, Inc. Jay Llewelyn holds a 2012 - 2016 Bachelor’s Degree in Finance Economics and Accounting @ Robert Morris University. Jay Llewelyn has 1 emails and 1 mobile phone numbers on RocketReach.
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