Jay Conner is a registered investment advisor at Arena Wealth Advisors LLC, based in Jeffersonville, IN, with 22 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 56 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
380 Missouri Ave, Suite A2, Jeffersonville, IN, 47130
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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 →Employment History
Current Registrations
Arena Wealth Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
Mwm Advisory
Capital Asset Management, LLC
American Express Financial Advisors, INC.
State Registrations4 states
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