Jay Frey

Jay Frey Email and Phone Number

Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses @ Halo Investing
Jay Frey's Location
Greater Chicago Area, United States, United States
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."

Jay Frey's Current Company Details
Halo Investing

Halo Investing

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Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses
Jay Frey Work Experience Details
  • Halo Investing
    Vp Of Sales || Ny, Nj
    Halo Investing Jan 2020 - Present
    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
    View
  • First Trust
    Vice President
    First Trust 2015 - 2018
    Wheaton, Illinois, Us
    View
  • First Trust
    Internal Wholesale
    First Trust Sep 2012 - Sep 2017
    Wheaton, Illinois, Us
    View
  • Portfolio Asset Management, Llc
    Intern
    Portfolio Asset Management, Llc Jun 2011 - Sep 2011
    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

Jay Frey Education Details

  • Depaul University
    Depaul University
    General

Frequently Asked Questions about Jay Frey

What company does Jay Frey work for?

Jay Frey works for Halo Investing

What is Jay Frey's role at the current company?

Jay Frey's current role is Working with fee-based fiduciaries-- providing customized defined-outcome investment vehicles for retail investors seeking market participation and protection from losses.

What schools did Jay Frey attend?

Jay Frey attended Depaul University.

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