William Blair & Company
47yrs
Top advisor by experience in Illinois
32yrs
Jay Agarwal
Financial advisor at LPL Financial
Jay Agarwal is a fiduciary financial advisor in Chicago, Illinois, with 32 years in the industry. Jay joined LPL Financial in 2017, after seven years at Hornor, Townsend & Kent and ten years at Equitable Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience in Chicago
Office111 N Wabash Ave Suite 1702, Chicago, IL 60602
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowLPL Financial LLCCurrent firm
- 2010 – 2017Hornor, Townsend & Kent, LLCPreviously
- 1999 – 2010Equitable Advisors, LLCPreviously
Contact Jay
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jay. 111 N Wabash Ave Suite 1702Chicago, IL 60602Office · Get directions Facebook pageLPL Financial
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call LPL Financial at (704) 733-3300 and ask for Jay Agarwal. Jay works from the Chicago, IL office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1994, about 32 years. Top 11% by experience in Chicago.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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