James Daniel Gay
Investment adviser representative at Advus Financial Partners, LLC
21 yearsExperience
1 stateRegistered in
$4BFirm assets
5 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Advus Financial Partners, LLCJun 2022 to now
- Oak Square Advisors, Inc.Oct 2018 to Oct 2022
- State Retirement Partners IncorporatedMar 2015 to Jan 2017
- U.S. Employee Benefits Services Group LLCJan 2015 to Oct 2022
- Frs PartnersApr 2012 to Oct 2022
- Inclusiv, Inc.Dec 2010 to Jan 2017
- Planmember Securities, Corp.Oct 2007 to Oct 2022
- Retirement Planning AssociatesJan 2006 to Oct 2022
- J.D.G. Associates, Inc. d/b/a Oak Square Insurance ServicesAug 2005 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advus Financial Partners, LLC
$4BAssets managed
528Clients
11Advisers
5 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
- 5097626
- Firm CRD
- 311990