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JF

Jay P. Faber

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CRD#: 1364578
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jay Paul Faber, CFP® was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1985. Jay had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

July 22, 2019 - August 13, 2020

FABER FINANCIAL SERVICES

RIA
CRD#: 304134
Le Mars, IA
Past

January 8, 2010 - September 30, 2016

RDA FINANCIAL NETWORK

RIA
CRD#: 147309
LE MARS, IA
Past

January 7, 2010 - July 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LE MARS, IA
Past

July 18, 2007 - January 7, 2010

CETERA ADVISORS LLC

RIA
CRD#: 10299
LE MARS, IA
Past

July 18, 2007 - January 7, 2010

CETERA ADVISORS LLC

BD
CRD#: 10299
LE MARS, IA
Past

March 23, 2004 - July 18, 2007

LEGACY ADVISORY SERVICES, INC.

RIA
CRD#: 111027
LE MARS, IA
Past

June 29, 1999 - July 18, 2007

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
LE MARS, IA
Past

August 21, 1995 - June 16, 1999

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

May 20, 1985 - February 29, 1996

ARM SECURITIES CORPORATION

BD
CRD#: 932
MINOT, ND

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FF
FABER FINANCIAL SERVICES
FABER FINANCIAL SERVICES | FABER FINANCIAL SERVICES, INC.

CRD#: 304134 / SEC#:

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Contact information


Main Address
Le Mars, IA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FABER FINANCIAL SERVICES

CRD#: 304134

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