Jay
Fuller

Ifg Advisors, LLC

CRD#4741837
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jay Fuller is a certified financial planner and chartered financial analyst operating in Saint Louis, Missouri with a total of 9 years of relevant experience. Fuller works at Ifg Advisors, LLC. Throughout their career, they have worked at Ifg Advisors and Investment Planners, Inc. Fuller has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Missouri and Texas. Ifg Advisors, LLC is an advisory company that has its headquarters in Saint Louis, MO. The company has a total of six financial advisors. It handles $452 million in assets under management between its 1,994 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,994 client accounts, 33% are held by high-net-worth investors who have more than $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees vary depending on which service is provided. Fee types billed by Ifg Advisors, LLC most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10560 Old Olive Street Road, Suite 250
Saint Louis, MO 63141

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Ifg Advisors, LLC Brokerage Details

Total Assets Under Management

$452,000,000

MO Average: $11,469,110,461
Total Number of Employees

6

MO Average: 458
Total Number of Accounts

1,994

MO Average: 33,415
Average Account Size

$226,680

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jay Fuller Work History

Jay has been registered as a financial advisor for 9 years.*

2007 - Present (17 years)

Ifg Advisors

2008 - 2014 (6 years)

Investment Planners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jay Fuller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ifg Advisors, LLC

Adam Goldstein
Saint Louis, MO
Weston Manley
Saint Louis, MO
Jay Fuller
Saint Louis, MO
Warner Isaacs
Saint Louis, MO
Mark Sessel
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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