Jay Painter has been Managing Member/Principal and Chief Financial Officer of Eagle Investment Advisors since October 2006, is a control person of the firm and directly owns between 50% and 75% of it.
Eagle Investment Advisors, LLC is a Downingtown, PA firm with $186M under management, 132 clients and 2 advisers in one office, as of its February 2026 filing.
Jay Painter’s longest registration is the current one, 14 years at Eagle Investment Advisors since 2012. Before joining Eagle Investment Advisors in 2012, Jay Painter was registered through Eagle Investment Advisors, LLC and Weathervane Wealth Management, LLC.
- Eagle Investment AdvisorsCurrent– present · 14 yearsDowningtown, PA · Adviser representative · Firm CRD 144094
- Eagle Investment Advisors, LLC– · under a yearExton, PA · Adviser representative · Firm CRD 138999
- Weathervane Wealth Management, LLC– · 2 yearsExton, PA · Adviser representative · Firm CRD 132159
- Patriot Advisors, Inc.– · under a yearExton, PA · Adviser representative · Firm CRD 107060
- Bonds & Paulus Associates, Inc.– · 4 yearsExton, PA · Adviser representative · Firm CRD 108626
Investment adviser representative registrations
Jay Painter is registered as an investment adviser representative in Pennsylvania, since June 2012.
- PennsylvaniaSince 8 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 25 November 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 August 1996 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jay Alan Painter
- CRD
- 2799733
- Firm
- Eagle Investment Advisors · CRD 144094
- Role
- Managing Member/Principal and Chief Financial Officer
- Office
- 131 Wallace Avenue, Suite 14, Downingtown, PA 19335
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Painter work?
Jay Painter has been Managing Member/Principal and Chief Financial Officer of Eagle Investment Advisors, LLC since October 2006, and is a control person of the firm.
Is Jay Painter a financial advisor?
Yes. Jay Painter has a current investment-adviser registration in Pennsylvania, through Eagle Investment Advisors since June 2012.
How many years of experience does Jay Painter have?
Jay Painter has 21 years in the financial industry, since November 2004, across 5 adviser firms.
What exams has Jay Painter passed?
Jay Painter has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in August 1996.
Where did Jay Painter work before Eagle Investment Advisors?
Before Eagle Investment Advisors, Jay Painter was registered through Eagle Investment Advisors, LLC (CRD 138999), October 2006 to June 2007; Weathervane Wealth Management, LLC, August 2004 to October 2006; Patriot Advisors, Inc., March 2004 to August 2004; Bonds & Paulus Associates, Inc., July 1999 to November 2003.
Where is Jay Painter based?
Jay Painter’s registered office is in Downingtown, PA.
Is Jay Painter registered with FINRA?
No. Jay Painter has no current broker registration.
How can I verify Jay Painter’s record?
Search CRD 2799733 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Painter’s full registration record.