Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Matthew Vavra is a financial advisor based in HOUSTON, TX. Jay has over 30 years of experience in the financial services industry. Jay has a Series 6, 7, 10, 24, 63, and 66 licenses and has worked for a number of firms, including Edward Jones, Lincoln Investment, LPL Financial LLC, Waddell & Reed, and Gradient Securities, LLC. Jay currently works for Next Financial Group, Inc. Jay specializes in providing financial planning services for high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jay also offers portfolio management services for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
07/10/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
MO
04/26/2023 - 07/18/2023
EDWARD JONES (ST. LOUIS MO)
PA
01/12/2022 - 04/06/2023
LINCOLN INVESTMENT (FORT WASHINGTON PA)
KS
07/21/2021 - 12/21/2021
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
08/14/2013 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
MN
04/03/2013 - 07/16/2013
GRADIENT SECURITIES, LLC (ARDEN HILLS MN)
MN
02/15/2012 - 01/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/10/2008 - 03/25/2011
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
08/28/2006 - 04/14/2008
ALLSTATE FINANCIAL SERVICES, LLC (APPLE VALLEY MN)
MN
12/06/2005 - 08/14/2006
METLIFE SECURITIES INC. (PLYMOUTH MN)
MN
12/06/2005 - 08/14/2006
METROPOLITAN LIFE INSURANCE COMPANY (PLYMOUTH MN)
NJ
07/25/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
CT
02/09/2001 - 04/19/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
PA
04/13/2001 - 12/31/2001
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CT
06/25/1998 - 06/30/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
10/12/1995 - 05/18/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
04/07/1994 - 08/23/1995
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
09/26/1991 - 04/07/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/1991 - 04/07/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/22/1991 - 09/27/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/22/1991 - 09/27/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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