Joseph Jay
Midwestern Financial Group · Iowa City, Iowa
Joseph Jay is a fee-only financial advisor at Midwestern Financial Group in Iowa City, Iowa. Joseph focuses on small business owners, estate & legacy planning and tax planning. Midwestern Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Early-career professionals
Facts
| Firm | Midwestern Financial Group |
|---|---|
| Based in | Iowa City, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $172.8M across 548 accounts |
| SEC registration | Investment adviser representative in IA · CRD 5917772 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.midwesternfinancial.com |
| Profile |
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Questions about Joseph
Is Joseph Jay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Midwestern Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Midwestern Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Jay based?
Joseph Jay is based in Iowa City, Iowa.
What does Joseph specialize in?
Joseph's specialties include small business owners, estate & legacy planning and tax planning. Joseph works with founders, high earners and early-career professionals.
Is Joseph Jay registered with the SEC?
Yes. Joseph Jay is registered as an investment adviser representative in IA (CRD 5917772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Midwestern Financial Group manage?
Midwestern Financial Group reports $172.8M across 548 accounts in assets under management.
How do I contact Joseph Jay?
Through Joseph's website, www.midwesternfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Midwestern Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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