Jay D. Boekeloo
HIGH NOTE FINANCIAL LLC
La Center, WA
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CRD#: 7215767
Professional summary
Jay Douglas Boekeloo, CFP® is a registered financial advisor currently at HIGH NOTE FINANCIAL LLC located in La Center, Washington and FAIRBANKS FINANCIAL WEALTH MANAGEMENT located in Brenham, Texas.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jay has worked at 3 firms and has passed the Series 65 exam.
Biography
I currently work as a Fee-Only Financial Planner in Vancouver, WA where everyday I have the privilege of working with incredible clients and learning about each of their unique backgrounds. By taking the time to learn more about their history and their current beliefs regarding money, we are able to create a financial plan that also leverages their strengths and financial behaviors to increase their chances at achieving their financial goals.
In addition to offering behavioral finance based planning and investment advice, I also enjoy working with those in the acquisition phase (20s, 30s, and 40s), individuals/families with Student Loan Debt, and Veterinarians/Practice Owners (I'm even married to one).
When not nerding out in finances at work, you'll likely find me recording songs in our home studio, training in various martial arts, or out on the baseball diamond with my wife, Kelsey, and son, Conlan.
Question & Answer
What are your service offerings?
Budgeting
Comprehensive Financial Planni...
Investment Planning
Small Business Planning
Education Planning
Retirement Planning
Retirement Income Management
Tax Planning
Employee and Employer Plan Ben...
Debt Management
Social Security Planning
Do you have an area of expertise or specialization?
AUM
Business Owners
College/Education Planning
Hourly
Investment Advice without Ongo...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Douglas Boekeloo's CRS (Customer Relationship Summary).
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®
Start date: 2020
Experience
Current
September 7, 2022 - Present
HIGH NOTE FINANCIAL LLC
RIA
CRD#: 322427
La Center, WA
Current
October 17, 2023 - Present
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
Office #1: 12201 Emshoff Road, Brenham, TX 77833RIA
CRD#: 114551
Brenham, TX
Past
January 7, 2020 - July 5, 2022
TIMEPIECE FINANCIAL PLANNING, INC.
RIA
CRD#: 158475
BATTLE GROUND, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(9/7/2022)
IAR
Texas(10/17/2023)
IAR
Washington(9/7/2022)
Current Firm
FF
FAIRBANKS FINANCIAL WEALTH MANAGEMENT
FAIRBANKS FINANCIAL WEALTH MANAGEMENT | MITCHELL CLARK & COMPANY | LEBAIR FINANCIAL SERVICES, INC.
CRD#: 114551 / SEC#:
Texas
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Contact information
Main Address
Brenham, TX
Mailing Address
P.o. Box 117, Brenham, TX 77834
Phone number
(713) 446-9841
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 73,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/26/2023 |
Red Flags
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