Jay Painter
Advisor at Eagle Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Eagle Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eagle Investment Advisors
Location
Downingtown, PA 19335
Credentials
Series 63, Series 65
Industry experience
21 years
Jay Painter is a financial advisor with Eagle Investment Advisors in Downingtown, PA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Eagle Investment Advisors since 2006. Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on developing written investment policies and diversified portfolios tailored to client goals and risk tolerance, with ongoing monitoring and formal reviews.
Based on Eagle Investment Advisors
Fixed or negotiated fees may be arranged when appropriate.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $200,000
131 Wallace Avenue, Suite 14
Downingtown, PA 19335
Pennsylvania
Eagle Investment Advisors
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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