Jack Fay, financial advisor Roseville MN
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 Roseville, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ehlers Investment Partners LLC Roseville, MN Sep 2012 - Current 5
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
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: 262-796-1820
Firm Website: http://ehlersinvest.com/
Registered State(s):
  • IL
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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