LPL Financial
47yrs
Top advisor by experience in San Diego
29yrs
Jay Sellami
Financial advisor at LPL Financial
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in San Diego
Office4707 Executive Dr, San Diego, CA 92121
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- Oct 2021 – Sep 2022Cetera Investment Advisers LLCPreviously
- 2013 – 2021Waddell & ReedPreviously
- Feb 2012 – Jan 2013Ameriprise Financial Services, LLCPreviously
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?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call LPL Financial at 704-733-3300 and ask for Jay Sellami. Jay works from the San Diego, CA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1997, about 29 years. Top 18% by experience in San Diego.
What licenses does Jay hold?
Series 63, Series 66. 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?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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