Jay Alan Painter
CFAProfessional Summary
Jay Alan Painter, CFA, who also goes by Jay A Painter, is a registered financial advisor currently at EAGLE INVESTMENT ADVISORS located in Downingtown, Pennsylvania. Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jay has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jay A Painter
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
EAGLE INVESTMENT ADVISORS | EAGLE INVESTMENT ADVISORS, LLC
Contact Information
Main Address
131 Wallace Avenue Suite 14, Downingtown, PA 19335Phone Number
(610) 269-0269# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
260AUM (Assets Under Management)
$186,087,835Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/16/2025 | Cover Page | Report |
| 03/21/2025 | Cover Page | Report |
| 01/18/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EAGLE INVESTMENT ADVISORS | EAGLE INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(6/8/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jay Alan Painter's CRS (Customer Relationship Summary).
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