Jay Kaun is not listed as a control person, but directly owns under 5% of Dana Investment Advisors. Jay Kaun holds a BS from Marquette University, an MS from Marquette University and an MBA from Marquette University.
Dana Investment Advisors is an investment adviser based in Waukesha, WI, registered with the SEC since 1979. It provides investment management. Its clients include high-net-worth individuals, state or municipal government entities, and corporations and other businesses. Its regulatory assets under management total $6.08 billion, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
Jay Kaun is Senior Vice President of Dana Investment Advisors. He joined the firm in July 2015 and is responsible for client servicing and marketing. He also serves as a Becker/DeVry instructor for the CPA and CFA examinations and has served on the Boards of several Milwaukee area charities, including the American Liver Foundation.
Professional designations
Listed by Dana Investment Advisors
- Certified Public Accountant
- CRD
- 4520473
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Senior Vice President
- In role since
- July 2015 · 11 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Waukesha, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Jay Kaun work?
Jay Kaun has been Senior Vice President of Dana Investment Advisors Inc since July 2015.
How can I verify Jay Kaun’s record?
Jay Kaun’s role is listed on Dana Investment Advisors Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105879.
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Jeffry BrigmanSenior Vice President
Garrett BrigmanVice President, Wealth Management
William CharcalisManaging Director, Executive Vice President and Senior Portfolio Manager
Gregory DahlmanSenior Vice President
Michael HonkampSenior Vice President
Steven JaegerVice President, Wealth Management
James JanikowskiSenior Vice President
Marc KamberExecutive Vice President
Brian LehkySenior Vice President
Sean McLeodSenior Vice President and Portfolio Manager
Lori SalyersVice President - Compliance
Noaman ShariefSenior Vice President
Daniel SieversVice President and Equity Portfolio Manager
Matthew SlowinskiSenior Vice President
David StammSenior Vice President
Michael StewartExecutive Vice President, Chief Compliance Officer
Jerome VeranthExecutive Vice President, Chief Investment Officer
David WeinsteinSenior Vice President and Portfolio Manager
Thomas WickmanSenior Vice President
Robert LeutyDirector of Fixed Income
Mark MirsbergerCEO, COO & Treasurer
James MirsbergerInvestment Advisor Representative
Duane RobertsDirector of Faith and Values-Based Strategies