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Jay Waters

Wealth Advisor

CarsonAllaria Wealth Management (CAWM)

United States, Illinois

About Me

Jay joined CarsonAllaria Wealth Management in November of 2021. Jay’s primary responsibility is working with clients to bring them clarity and confidence around their financial plan. “My goal for every one of my clients is to make sure that we have left no stone unturned when it comes to their financial plan. I believe that evaluating the entire plan ensures that everything is working together in a cohesive fashion, helping clients achieve their goals as efficiently as possible.” Jay has 6 previous years of industry experience in the financial services industry. He graduated from SIUE with a Bachelor of Science degree in Business Administration with a specialization in Finance. He holds h

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Profile Information

Wealth Advisor

CarsonAllaria Wealth Management (CAWM)

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Illinois

United States

Feb 24, 2025

Work Experience

CarsonAllaria Wealth Management (CAWM)

Wealth Advisor
Nov 2021 - Present
Email: jay@carsonallaria.com

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