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Jay Gordon Conner

Arena Wealth Advisors LLC

Jeffersonville, IN

CRD 4558898

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Employer firm

Arena Wealth Advisors LLC CRD 331123

$52.6M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Arena Wealth Advisors Llc

380 Missouri Ave Suite A2, Jeffersonville, IN 47130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-12
KY RA APPROVED 2025-01-27
OH RA APPROVED 2024-10-02
IN RA APPROVED 2024-09-30
  • FL RA
    APPROVED
    Since 2025-02-12
  • KY RA
    APPROVED
    Since 2025-01-27
  • OH RA
    APPROVED
    Since 2024-10-02
  • IN RA
    APPROVED
    Since 2024-09-30

Branch Locations

380 Missouri Ave Suite A2, Jeffersonville, IN 47130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Asset Management, Llc Jeffersonville IN 04/2006 04/2019
Mwm Advisory Louisville KY 12/2014 05/2019
Kestra Financial, Inc. Jeffersonville IN 12/2018 09/2024
Meritrust Wealth Management, Llc Louisville KY 04/2019 09/2024
Arena Wealth Advisors Llc Jeffersonville IN 03/2024 Present
Arena Wealth Advisors Llc Jeffersonville IN 09/2024 Present
  • 04/2006 → 04/2019
    Capital Asset Management, Llc
    Jeffersonville, IN
  • 12/2014 → 05/2019
    Mwm Advisory
    Louisville, KY
  • 12/2018 → 09/2024
    Kestra Financial, Inc.
    Jeffersonville, IN
  • 04/2019 → 09/2024
    Meritrust Wealth Management, Llc
    Louisville, KY
  • 03/2024 → Present
    Arena Wealth Advisors Llc
    Jeffersonville, IN
  • 09/2024 → Present
    Arena Wealth Advisors Llc
    Jeffersonville, IN
Previous Registrations
  • 2018-12-04 → 2024-12-18
    Kestra Advisory Services, Llc
    Jeffersonville, IN
    Austin, TX
    Louisville, KY
  • 2014-12-03 → 2019-05-07
    Mwm Advisory
    Jeffersonville, IN
    Louisville, KY
  • 2006-04-19 → 2019-04-08
    Capital Asset Management, Llc
    Jeffersonville, IN
  • 2002-09-26 → 2005-06-28
    Ameriprise Financial Services, Llc
    Cocoa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-25
  • S66 Uniform Combined State Law Examination
    2002-09-25

View on SEC IAPD

Nearby Firms

PRIVATE CLIENT SERVICES, LLC
WESBANCO SECURITIES, INC.
EDWARD JONES

Nearby Investors

CHARLES FREDERICK NEAL
Michael Merk
Heather Shonkwiler

Nearby Offices

PRIVATE CLIENT SERVICES, LLC · JEFFERSONVILLE, IN
WESBANCO SECURITIES, INC. · Jeffersonville, IN
EDWARD JONES · JEFFERSONVILLE, IN

More in Jeffersonville, IN

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