JG
JG

Jay Gagne

30 Years of Experience
Indianapolis, IN
Broker

Jay Gagne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6081 East 82nd Street, Suite 140, Indianapolis, IN, 46250

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jay is an independent contractor assisting with executive management for several Apartment LLCs, dedicating about 10-20% of his time. He also owns a rental home in Cozumel, Mexico, and a rental condo, spending minimal time on each, and owns a support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2013 - Present · 13 yrs 2 mos
Raymond James Financial Services, INC.
March 2013 - Present · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
July 2004 - March 2013 · 8 yrs 8 mos
Raymond James & Associates, INC.Broker
June 2004 - March 2013 · 8 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 1998 - May 2004 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1995 - May 2004 · 9 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jay Gagne - Financial Advisor | TrueAdvisor