Jay W. Weyers, CFP®, MBA, CLU, ChFC
Partner and Financial Planner
Jay Weyers is his clients' lead financial advisor. He is patient, attentive, and always willing to be available. What this means to you is he helps you think about what you want for your life and how to get on the same page financially. Through his open communication, he is there to guide and ensure that you understand where your money is and its purpose. He takes into account the uniqueness of your situation and is patient to make sure he is addressing all sides of things.
Jay believes that the real benefit to you is having the comfort of a trusted financial advisor who works hard on your behalf and is committed to being there for you as you work through different changes throughout your life, which he believes helps you feel more secure about your finances and future.
Jay served as a Financial Representative for the Aid Association for Lutherans (AAL) and a Financial Planner at Rabjohns Financial Group/New England Financial. Jay's success led him to establish Weyers Financial Partners in September of 2008.
He graduated from Concordia College with a double major in Business Administration and Hospital Administration and pursued his MBA at St. Ambrose University. Jay is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple professional designations as a financial advisor.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. (http://www.letsmakeaplan.org/why-choose-a-cfp-professional)
Jay Weyers is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Member FINRA/SIPC and offers securities in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Michigan, Minnesota, Missouri, Nevada, North Dakota, Texas, Utah, and Wisconsin. He offers investment advisory services in all states.
Jay Weyers is insurance licensed in the following states: Arizona, California, Florida, Georgia, Illinois, Minnesota, Nevada, North Dakota, Utah, and Wisconsin.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
TC 124901(0122)3