Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Golden State Wealth Management, he worked at American Express Financial Advisors Inc. and IDS Life Insurance Company for over three decades. Outside of his advisory work, Champlain serves as a board member for Harbor Med Tech, Inc. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor investment portfolios.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.