Jay Robert Blanchard
Financial advisor at Independent Solutions Wealth Management, LLC · Williamsville, NY
Last updated 2026-10-10
Claim your profileJay Robert Blanchard is a financial advisor at Independent Solutions Wealth Management, LLC in Williamsville, NY, CRD 4501494. Licenses and exams on the registration: Series 63, Series 65. First registered 2015-01-05.
Registration
- CRD number
- 4501494
- Registration status
- Active
- First registered
- 2015-01-05
- Years of experience
- 11
- States registered
- FL, NY, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-09 to Present · Independent Solutions Wealth Management, LLC · Williamsville, NY
Current employment
- Independent Solutions Wealth Management, LLC · Williamsville, NY
Independent Solutions Wealth Management, LLC
- Regulatory AUM
- $1,537,251,382
- Registered advisors
- 30
- Offices
- 14
- Clients per advisor
- 142.8 (High)
- Average AUM per client
- $358.8K (Low)
- High-net-worth client ratio
- 6.3% (Low)
Independent Solutions Wealth Management, LLC: advisors, services and reported ETF investments
Reported ETF positions
Independent Solutions Wealth reports 61 ETF positions worth $281.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVW — iShares S&P 500 Growth ETF | $20.1M |
| IVE — iShares S&P 500 Value ETF | $16.4M |
| SHV — iShares 0-1 Year Treasury Bond ETF | $12M |
| IJH — iShares Core S&P Mid-Cap ETF | $11.6M |
| IVV — iShares Core S&P 500 ETF | $11.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Independent Solutions Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IOO — iShares Global 100 ETF | $2.9M | Top 99.5% | Peer conviction 84.9% · Active return +4.97% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $11.3M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $4.9M | Top 98.9% | Residual alpha +1.59% · Residual Sharpe 0.32 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $8.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Independent Solutions Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
Location
305 Spindrift Drive, Williamsville, NY 14221
28 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 716-568-8566
- Website: iswealthmanagement.com
Official record
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