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Jay Frey Email & Phone Number

Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses at Halo Investing
Location: Greater Chicago Area, United States 4 work roles 1 school
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Current company
Halo Investing
Role
Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses
Location
Greater Chicago Area, United States

Who is Jay Frey? Overview

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Jay Frey is listed as Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses at Halo Investing, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Jay Frey.

Jay Frey previously worked as VP of Sales || NY, NJ at Halo Investing and Vice President at First Trust. Jay Frey holds Bachelor'S Degree, Finance, General from Depaul University.

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Halo Investing

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About Jay Frey

Jay Frey is a Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses at Halo Investing. Colleagues describe him as "Jay was able to convince me to give him a shot working for my firm. We didn't have an opening, but he was able to articulate why we should hire him anyway. He nailed it. Over the term of his internship he was able to the one thing I require: think. He did this well. My only disappointment was that we didn't have an entry level position after his internship. Overall if you want someone that want to work hard and do whatever it takes to be useful in an organization, Jay is your guy."

Current workplace

Jay Frey's current company

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Halo Investing
Halo Investing
Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses
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4 roles · 12 years

Jay Frey work experience

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Vp Of Sales || Ny, Nj

Current
Halo Investing

Chicago, Illinois, Us

Born in the 1970s, Structured Notes are approximately a $3 Trillion market that has only been available to wealthy investors and institutions. Our mission is to enable ALL investors to benefit from these time-tested investments through the Halo Technology Platform.Our goal at Halo Investing is simple in its' concept; we want to provide Structured Note investment options to the target market for whom they were intended; individual investors and fee-only fiduciary advisors. Our revolutionary Institutional Platform is transforming how advisors and investors interact with their assets.Please do not hesitate to reach out to learn more about how Halo can help 630.229.3023

Jan 2020 - Present

Vice President

First Trust

Wheaton, Illinois, Us

2015 - 2018 ~3 yrs

Internal Wholesale

First Trust

Wheaton, Illinois, Us

Sep 2012 - Sep 2017

Intern

Portfolio Asset Management, Llc

Responsibilities Included:Generating client interest and recruiting prospective clienteleCreating seminars geared toward educating existing and prospective clientsAccomplishments Included:Successfully completing the FINRA Series 65Produced informative market analysis reports for publication on seekingalpha.comDeveloped strategic asset allocation plans for existing clients

Jun 2011 - Sep 2011
1 education record

Jay Frey education

  • Depaul University
    Depaul University
    General
FAQ

Frequently asked questions about Jay Frey

Quick answers generated from the profile data available on this page.

What company does Jay Frey work for?

Jay Frey works for Halo Investing.

What is Jay Frey's role at Halo Investing?

Jay Frey is listed as Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses at Halo Investing.

Where is Jay Frey based?

Jay Frey is based in Greater Chicago Area, United States while working with Halo Investing.

What companies has Jay Frey worked for?

Jay Frey has worked for Halo Investing, First Trust, and Portfolio Asset Management, Llc.

How can I contact Jay Frey?

You can use AeroLeads to view verified contact signals for Jay Frey at Halo Investing, including work email, phone, and LinkedIn data when available.

What schools did Jay Frey attend?

Jay Frey holds Bachelor'S Degree, Finance, General from Depaul University.

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