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Jay Matthew Vavra

Advisor at Transamerica Financial Advisors — Danbury, WI

Updated today

Credentials

Series 63, Series 66

Experience

32 years

Location

Danbury, WI

Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Total advisors

1,122

Across 279 offices

Clients per advisor

38 Very Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Jay Vavra is a financial advisor with Transamerica Financial Advisors in Saint Paul, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior firms include NEXT Financial Group, Edward Jones, Lincoln Investment, LPL Financial, and Waddell & Reed. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm manages approximately $1.7 billion in regulatory assets and offers integrated retirement plan solutions and affiliated product distribution.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

See office

Danbury, WI

Danbury WI

Advisors at this office

1

Most active in

Iowa · Minnesota · Wisconsin

Work history

32 years of industry experience

Transamerica Financial Advisors

2025 - Present • 1 year

Cedar Rapids, IA

NEXT Financial Group Inc.

2023 - 2025 • 2 years

Houston, TX

Edward Jones

2023 - 2023 • 1 year

St. Louis, MO

Lincoln Investment

2022 - 2023 • 1 year

Fort Washington, PA

LPL Financial

2021 - 2021 • 1 year

Overland Park, KS

Waddell & Reed Inc

2013 - 2021 • 8 years

Overland Park, KS

Gradient Advisors, LLC

2013 - 2013 • 1 year

Arden Hills, MN

Ameriprise

2012 - 2013 • 1 year

Minneapolis, MN

Workman Securities Corporation

2008 - 2011 • 3 years

Eden Prairie, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ashley D

Series 63, Series 66

Danbury, WI

The huntington Investment company

Ashley Drury is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 29 years of industry experience and has worked at firms including LPL Financial and Principal Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that integrates third-party and affiliate model offerings, providing a range of wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Olivia T

Series 66

Webster, WI

Edward Jones

Olivia Tucker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwest Passage for two years and has held various positions in education and athletics, including coaching volleyball at Grantsburg School District. She is involved in seasonal coaching activities outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Trevor B

Series 66

Webster, WI

Edward Jones

Trevor Brewer is a financial advisor at Edward Jones in Webster, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Green Key Solutions and Aerotek/Aston Carter, among other roles. He also has experience in the brewing and beverage industries, having worked at Mosinee Brewing Company and Bernick's Pepsi Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Devin D

Series 66

Webster, WI

Edward Jones

Devin Danielson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for the Pine City School District and Jensen-Sundquist Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Thomas R

Series 63, Series 66

Webster, WI

LPL Financial

Thomas Ritten is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at Raymond James Financial and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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