JD
JD

James Delay

13 Years of Experience
Indianapolis, IN

James Delay is a registered investment advisor at Trust Investment Advisors, based in Indianapolis, IN, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 189 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$208.5M
Loading...

Location

8440 Woodfield Crossing Blvd, Suite 100, Indianapolis, IN, 46240

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Trust Investment Advisors
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Trust Investment Advisors
September 2012 - July 2020 · 7 yrs 10 mos
State Registrations1 state
IN
Advisor

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.

Exams
No exam information available for this advisor.