Jack Fay, financial advisor Waukesha WI
93 score

Jack Fay

CRD Number: 5586214
Current Firm: Ehlers Investment Partners, LLC

Jack Fay (CRD# 5586214) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ehlers Investment Partners LLC Brookfield, WI Sep 2012 - Current 4
City Of South St. Paul South St. Paul, MN Jan 2012 - Aug 2012 < 1
United Planners Financial Services Scottsdale, AZ Mar 2010 - Dec 2011 1
Fay Investments And Planning Eau Claire, WI Sep 2008 - Dec 2011 3
Summit Brokerage Services, Inc. Eau Claire, WI Aug 2009 - Mar 2010 < 1
Mutual Service Corporation Dublin, OH Aug 2008 - Aug 2009 1
Superb Meats Of Mn Saint Paul, MN Aug 2007 - Sep 2008 1
Topco Associates LLC Skokie, IL Mar 2007 - Jul 2007 < 1
Select Staffing Chicago, IL Feb 2006 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Jack E. Fay
Phone Number: 262-796-6164
Registered State(s):
  • IL
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
    516
    MILLIONS
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $6,143,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

IL, MN, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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