Jay  Neary,  CFP<sup>&reg;</sup> - Financial Advisor

Jay Neary, CFP®

SVA Wealth Management

18650 W Corporate Dr, St 200
Milwaukee, WI 53045
(262) 923-5185 CONNECT WITH Jay
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Jay Neary is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SVA Wealth Management in Milwaukee, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications

  • Other - Certified Senior Adviser (CSA), CLTC

Insurance Licenses

  • Life insurance: Wisconsin
  • Health/disability insurance: Wisconsin

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues


Helpful Financial Planning Resources