My-financial-advocate

My-financial-advocate (CRD# 159638) is a financial advisory firm headquartered in Indianapolis, IN. They manage $4,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,000,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 S. Steger
CRD#: 1049413
201 N. Illinois Street, Suite 1600, Indianapolis, IN 46204
59
Wealthminder
score

Jay Steger (CRD# 1049413) is an Investment Advisor Representative working at My-financial-advocate in Indianapolis, IN and has over 30 years of experience in the finance industry.

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