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Jay Warner Peay

Investment adviser representative at Stafford Capital Partners Inc.
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
12 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Stafford Capital Partners LimitedAug 2020 to now
  2. PricewaterhousecoopersSep 2018 to Aug 2020
  3. Vanderbilt University - OgsmJul 2017 to Jun 2018
  4. Wofford CollegeSep 2013 to May 2017

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Stafford Capital Partners Inc.

$1.8BAssets managed
20Clients
7Advisers
12 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
7454097
Firm CRD
171419
Advisor's SEC record (opens in a new tab)
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