Jay S. Steger
Professional summary
Jay Stanley Steger is a registered financial advisor currently at MY-FINANCIAL-ADVOCATE located in Indianapolis, Indiana.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Jay has worked at 8 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jay Stanley Steger's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2015 - Present
MY-FINANCIAL-ADVOCATE
Office #1: 4839 Mallard View Lane, Indianapolis, IN 46226February 17, 2012 - December 31, 2014
MY-FINANCIAL-ADVOCATE
March 2, 2007 - October 12, 2009
ONEAMERICA SECURITIES, INC.
March 2, 2007 - October 12, 2009
ONEAMERICA SECURITIES, INC.
March 21, 2003 - February 14, 2008
SECURITIES AMERICA ADVISORS, INC.
February 26, 2003 - March 26, 2007
SECURITIES AMERICA, INC.
January 2, 2003 - February 14, 2003
CADARET, GRANT & CO., INC.
June 29, 2000 - December 31, 2002
CADARET, GRANT & CO., INC.
January 5, 1989 - June 16, 2000
MUTUAL SERVICE CORPORATION
February 19, 1986 - January 9, 1989
JOHN HANCOCK DISTRIBUTORS LLC
June 4, 1982 - September 8, 1982
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/15/2015)
Exams
Current Firm
MY-FINANCIAL-ADVOCATE
CRD#: 159638 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 8,074,891 |
Red Flags
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