Jay Weyers
Jay Weyers is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Lake in the Hills, IL, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
9201 South Il, Route 31, Lake in the Hills, IL, 60156
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is an agent/broker for several insurance companies, dedicating a few hours per week to One Resource Group and about a quarter of his time to Weyers McKeever Financial Partners. He also works with Gameplan Financial as an FMO for fixed business and is appointed to AIG through Legend FMO, writing fixed annuities.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Thrivent Investment Management INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.