My-financial-advocate

My-financial-advocate (CRD# 159638) is a financial advisory firm headquartered in Indianapolis, IN. They manage $8,274,332 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
201 N. Illinois Street, Suite 1600 South Tower, Indianapolis, IN 46204
http://www.theadvocatecompanies.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,379,055
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at My-financial-advocate
Showing 1 - 1 of 1 top financial advisors.
1
Jay Steger, financial advisor Indianapolis IN
Jay S. Steger
CRD#: 1049413
201 N. Illinois Street, Suite 1600 South Tower, Indianapolis, IN 46204

Jay Steger (CRD# 1049413) is an Investment Advisor Representative working at My-financial-advocate in Indianapolis, IN and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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