Joseph Jay (CRD# 5917772) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 12 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mfg Business Advisors, LLC | Iowa City, IA | Mar 2017 - Current | 7 |
| Midwestern Financial, LLC | Iowa City, IA | Sep 2015 - Current | 8 |
| Midwestern Financial Group LLC | Plainfield, IL | May 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- IA
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$247,159
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IA
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