Jay Michael Lauer
Investment adviser representative at Plus Group Wealth Advisors, LLC
26 yearsExperience
2 statesRegistered in
$158.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Plus Group Wealth Advisors, LLCMar 2019 to now
- Jay Lauer, Sole ProprietorSep 2000 to now
- Securities America Advisors, Inc.Oct 2016 to Jul 2019
- Securities America, IncNov 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Plus Group Wealth Advisors, LLC
$158.9MAssets managed
516Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2735098
- Firm CRD
- 300714