Jay Joseph Jajich
Investment adviser representative at River Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
11 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
Experience
11 years in the industry.
- River Wealth Advisors LLCJan 2024 to now
- Tank Truck OutfittersDec 2021 to Dec 2023
- PNC BankJun 2021 to Nov 2021
- Sherwin WilliamsMay 2020 to May 2021
- Tank Truck OutfittersAug 2015 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
River Wealth Advisors LLC
$1.5BAssets managed
900Clients
16Advisers
11 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
- 8172672
- Firm CRD
- 173767