Jay Faler, financial advisor Frankfort IL

Jay Faler

CRD Number: 6885938
Current Firm: Providence Wealth Advisors, LLC

Jay Faler (CRD# 6885938) is an Investment Advisor Representative working at Providence Wealth Advisors, LLC in Frankfort, IL and has over 6 years of experience in the finance industry.

Similar Advisors
Phillip Shaw, financial advisor Frankfort IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Thomas Aagaard, financial advisor Frankfort IL
Thomas E. Aagaard
CRD# 5569194
Amplify Investments LLC
Similar Advisors
Arturo Abarca, financial advisor Frankfort IL
Arturo Abarca
CRD# 5751555
J.p. Morgan Securities LLC
Company Name Location Dates Years
Providence Wealth Advisors Frankfort, IL Jan 2017 - Current 7
Standard Bank & Trust Hickory Hills, IL Apr 2012 - Dec 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Jay D. Faler
Phone Number: 815-306-2020
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    1,253
    ACCOUNTS
  • Average Account Value
    $456,161
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, IN, MI, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.