J.P. Morgan Securities
46yrs
Top advisor by experience in Santa Monica
39yrs
Jay Champlain
Full name on record: Jay Duane Champlain
Financial advisor at Golden State Wealth Management
Jay Champlain has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Santa Monica, California. Jay has been with Golden State Wealth Management since 2016; before that, Jay spent 19 years at Ameriprise Financial Services. Golden State Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 300 advisors with offices in Santa Monica, and one of 263 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in California
Office730 Arizona Avenue Suite 221, Santa Monica, CA 90401
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$522,461
Advisors at the firm45
States licensed ?2 states
Services through Golden State Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowGolden State Wealth Management, LLCCurrent firm
- 1997 – 2016Ameriprise Financial Services, LLCPreviously
Contact Jay
(866) 273-1563Firm headquarters in Powell, WY. Ask for Jay. 730 Arizona Avenue Suite 221Santa Monica, CA 90401Office · Get directions Firm websitewww.peekwealth.com
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Golden State Wealth Management at (866) 273-1563 and ask for Jay Champlain. Jay works from the Santa Monica, CA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1987, about 39 years. Top 4% by experience in California.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Golden State Wealth Management reports being paid by a percentage of the assets they manage, other fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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