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Jordan Layer

Advisor at VestGen Advisors, LLC

Updated today

Location

Oak Brook, IL 60523

Credentials

CFP®, ChFC®, Series 66

Industry experience

26 years

About

Jordan Layer is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently an advisor at VestGen Advisors, LLC and has held roles at Resources Investment Advisors, Triad Advisors, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Layer is also licensed as an insurance agent. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Client services

Based on VestGen Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on VestGen Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy

Occupation focus

Based on VestGen Advisors, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees may also be charged as flat fees based on complexity; exact fees provided in Financial Planning Agreement.

Percentage

Up to 2.5% annually (maximum; actual fees may be negotiated lower based on various criteria)

Commissions

Certain Advisors who are also registered representatives may earn commissions from brokerage transactions through PCS or WEG; commissions not earned on advisory accounts.

Project-based

Financial planning fees typically charged hourly.

Other

Fee-only: Financial planning fees typically charged hourly or flat rate; fees may be waived if plan implemented through VGA.

Location

800 Enterprise Drive, Suite 128

Oak Brook, IL 60523

Most active in

Illinois

Work history

Private Client Services

2025 - Present (1 year)

VestGen Advisors, LLC

2025 - Present (1 year)

OSAIC

2024 - 2025 (1 year)

Resources Investment Advisors/OneDigital

2020 - Present (6 years)

Triad Advisors

2020 - 2024 (4 years)

Penn Mutual Life Insurance Co

2010 - 2020 (10 years)

Hornor Townsend & Kent Inc

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement strategies.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies
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Frederick M

Series 63, Series 65

Palos Heights, IL

Palos Wealth Advisors, LLC

Frederick Moore is the sole advisor at Palos Wealth Advisors, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Palos Wealth Advisors since 2010. In addition to his advisory role, Moore is a licensed attorney specializing in estate planning, dedicating about 5% of his time to this practice. Palos Wealth Advisors provides discretionary portfolio management tailored to individuals, high-net-worth clients, and select pension or profit-sharing plans. The firm emphasizes individualized asset allocation using a combination of mutual funds, ETFs, individual securities, and third-party managers, supported by quantitative risk and return analysis and independent performance reporting.

Concentrated stock management Attorney

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Active portfolio management Options & derivatives strategies Concentrated stock management
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