Raymond James Financial Services Advisors
28yrs
Top advisor by experience in Helotes
9yrs
Jay Fine
Financial advisor at Edward Jones
Jay Fine has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Helotes, Texas. Jay has been with Edward Jones since 2017. Jay holds the CFP® designation.
One of 18 advisors with offices in Helotes, and one of 14 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office14893 Bandera Road Suite 2, Helotes, TX 78023
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Jay
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Jay. 14893 Bandera Road Suite 2Helotes, TX 78023Office · Get directions
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Jay
How do I contact Jay?
Call Edward Jones at (314) 515-2000 and ask for Jay Fine. Jay works from the Helotes, TX office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jay hold?
Series 66. 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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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