Jay Anthony Czarapata
Investment adviser representative at Fiducient Advisors LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$97.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Fiducient Advisors LLCJun 2026 to now
- Wealthspire AdvisorsMay 2013 to now
- Wealthspire Capital, LLCDec 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
Fiducient Advisors LLC
$97.5BAssets managed
1,239Clients
68Advisers
31 yearsIn 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
- 3231731
- Firm CRD
- 106720