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Jay Waffle

Core Planning

Ashburn, VA

Ofallon, MO

CRD 7365935

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Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-06-14
  • MO RA
    APPROVED
    Since 2021-06-14

Branch Locations

Ashburn, VA • United States

706 N Main St, Ofallon, MO 63366 • 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
Student Harrisonburg VA 01/2011 08/2017
Ajilon Mclean VA 08/2017 04/2018
Aerotek Manassas VA 04/2018 03/2019
Northrop Grumman Dulles VA 03/2019 Present
Core Planning St. Louis MO 02/2021 Present
  • 01/2011 → 08/2017
    Student
    Harrisonburg, VA
  • 08/2017 → 04/2018
    Ajilon
    Mclean, VA
  • 04/2018 → 03/2019
    Aerotek
    Manassas, VA
  • 03/2019 → Present
    Northrop Grumman
    Dulles, VA
  • 02/2021 → Present
    Core Planning
    St. Louis, MO
Other Businesses

Northrup Grumman Material Planning & Control Analyst 03/2019 - Present Non-investment related No apparent conflicts of interest exist

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-14
  • S65 Uniform Investment Adviser Law Examination
    2021-06-14

View on SEC IAPD

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