Jay William Weyers

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Equity Services Inc
  Montpelier, VT
• 11/2015 → Present
  Weyers Mckeever Financial Partners
  Crystal Lake, IL

Previous Registrations

• 2008-09-29 → 2015-11-23
  Oneamerica Securities, Inc.
  Saint Charles, IL
  Crystal Lake, IL
• 2003-05-05 → 2008-09-11
  New England Securities
  Chicago, IL
  Chicago, IL

Other Businesses

*ONE RESOURCE GROUP,1666 STOCKTON LANE, CRYSTALL LAKE,IL 60014, INV RELATED, INSURANCE SALES, AGENT/BROKER, 11/23/2015, 10 HRS/MTH, DURING TRADE HRS,I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES*WEYERS MCKEEVER FINANCIAL PARTNERS,1666 STOCKTON LANE,CRYSTAL LAKE, IL 60014, INV RELATED,DURING TRADE HRS, INSURANCE SALES, AGENT/BROKER, 11/19/2015, 50 HRS/MTH,DURING TRADE HRS,I AM ANA AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES AND DO SO UNDER WEYERS MCKEEVER FINANCIAL PARTNERS *TRUCHOICE FINANCIAL,9201 SOUTH IL, RT 31, LAKE I THE HILLS, IL 60156,10/01/2025,INV REL,ON GOING,FMO FOR FIXED BUSINESS, AGENT, DURING TRD/HRS, 1%*WMFP, INC. 9201 SOUTH IL RT 31, LAKE IN THE HILLS, IL. INV REL. DEC 2018. INCORPORATION OF WMFP INC. PRESIDENT. NO DUTIES. DURING TRADE HRS*JAY WEYERS,9201 SO IL RT 31,LAKE IN THE HILLS, IL 60156,10/15/2019,ONGOING,INV REL,LEGEND,(ECA MARKTING)-FMO,WRITING FIXED ANNUITIES THRU/WITH AIG USING LEGEND TO HELP FACILITATE,DURING TRD/HRS,5*JAY WEYERS,9201 SOUTH IL,ROUTE 31,LAKE IN THE HILLS, IL 60156,01/17/2025,ONGOING,INV REL,DURING TRD/HRS,CLAIM COORDINATOR,1%..

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-21
• S63 Uniform Securities Agent State Law Examination
  1996-05-03

Designations

• Chartered Financial Consultant