Jay Harris has been an investment adviser representative at Friday Financial since September 2026, and is not listed among the firm’s executive officers or direct owners.
Friday Financial, Inc. is a Dubuque, IA firm with $409M under management, 289 clients and 6 advisers in one office, as of its August 2026 filing.
Jay Harris’ longest registration was 12 years at Avantax Planning Partners, Inc. (2014–2026). Before joining Friday Financial in 2026, Jay Harris was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDubuque, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 12 yearsDubuque, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Jay Harris is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jay Robert Harris
- CRD
- 6292546
- Firm
- Friday Financial · CRD 329748
- Office
- 2345 JFK ROAD, Dubuque, IA 52002
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Harris work?
Jay Harris is an investment adviser representative registered through Friday Financial, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jay Harris a financial advisor?
Yes. Jay Harris has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Jay Harris have?
Jay Harris has 12 years in the financial industry, since March 2014, across 2 adviser firms.
What exams has Jay Harris passed?
Jay Harris passed the Series 65 in January 2014.
Where did Jay Harris work before Friday Financial?
Before Friday Financial, Jay Harris was registered through Avantax Planning Partners, Inc., January 2014 to July 2026.
Where is Jay Harris based?
Jay Harris’ registered office is in Dubuque, IA.
Is Jay Harris registered with FINRA?
No. Jay Harris has no current broker registration.
How can I verify Jay Harris’ record?
Search CRD 6292546 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Harris’ full registration record.
