Jay Clinton Gagne

Current Employers

Employment History

• 03/2013 → Present
  Raymond James Financial Services, Inc
  Indianapolis, IN
• 03/2013 → Present
  Raymond James Financial Services Advisors, Inc.
  Indianapolis, IN

Previous Registrations

• 2004-07-06 → 2013-03-01
  Raymond James & Associates, Inc.
  Carmel, IN
  Carmel, IN
  Indianapolis, IN
• 1998-12-15 → 2004-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 10/04/2022 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I am extending a bridge loan to a friend who owns a restaurant. He has a business loan coming in from the bank and needs to pay the surety bond first. This loan is for only ten days and I am charging no interest, nor am I profiting from this loan... I am doing it for my friend. (2)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 06/01/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Lending $30,000 for restaurant equipment upgrades. The client will pay back over 24 months at 6% interest. (3)Name of Business: Academy Park LLC, Library Park LLC, Spring Park LLC, Magnolia Park LLC Address: 13672 Kingston Dr., Fishers, IN, 46055, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 10/19/2011 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist in all executive management responsibilities including but not limited to, the overseeing of the existing onsite Property Manager, bill pay, property inspection, vendor interaction, and other various functions of executive management for the Apartment LLC's. (4)Name of Business: Cozumel Rental Home Address: 13672 Kingston Dr., Fishers, IN, 46055, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/03/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own a vacation home in Cozumel Mexico that is managed by an Island management company and they rent the property out online for a 20% fee plus a monthly management fee of approximately $400. We leave the rental money in the management company for bills (5)Name of Business: Gagne Wealth Management Group, Inc. Address: 6081 E 82nd St Ste 140, Indianapolis, IN, 46250, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 03/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company. (6)Name of Business: Jay's Rental Condo Address: 13672 Kingston Dr., Fishers, IN, 46055, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent a Condo that I inherited when my Dad passed away on February 12, 2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-16
• S63 Uniform Securities Agent State Law Examination
  1995-04-18

Other Names

• Jay Gagne
• Jay C Gagne