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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JAY ANTHONY CZARAPATA

Advisor at WEALTHSPIRE ADVISORS

Chicago, IL | Milwaukee, WI

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Search this name across graphsid dfx:ria:d03e09fa-91c7-c221-520e-f9ed44f481bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPIRE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 20, 2004
First registration: Jun 15, 2004
Dual registered: no
Other names: JAY A CZARAPATA
IAPD individual key: 3231731

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDUCIENT ADVISORS LLC	Mixed wealth	Jun 26, 2026	n/a	yes	Chicago, IL	Current employment
WEALTHSPIRE ADVISORS	Independent wealth	Jan 4, 2021	n/a	yes	Milwaukee, WI	Current employment
WEALTHSPIRE ADVISORS	Former SEC adviser	Jun 13, 2013	Dec 31, 2020	no	MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
BAKER TILLY INVESTMENT ADVISORS	Former SEC adviser	Nov 11, 2011	Jul 8, 2013	no	MADISON, WI	Previous registration
SVA WEALTH MANAGEMENT, INC.	n/a	Apr 18, 2006	Nov 14, 2011	no	MADISON, WI\|BROOKFIELD, WI	Previous registration
DELOITTE INVESTMENT ADVISORS LLC	n/a	Jun 15, 2004	Mar 8, 2006	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE ADVISORS	WEALTHSPIRE ADVISORS	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	RIA to RIA
BAKER TILLY INVESTMENT ADVISORS	WEALTHSPIRE ADVISORS	Jul 8, 2013	Jun 13, 2013	-25	Firm change	Other
SVA WEALTH MANAGEMENT, INC.	BAKER TILLY INVESTMENT ADVISORS	Nov 14, 2011	Nov 11, 2011	-3	Firm change	Other
DELOITTE INVESTMENT ADVISORS LLC	SVA WEALTH MANAGEMENT, INC.	Mar 8, 2006	Apr 18, 2006	41	Firm change	Other

Relationships

Registered with (6)

→ FIDUCIENT ADVISORS LLCRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Jan 4, 2021 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Jun 13, 2013 to Dec 31, 2020factForm ADV
→ BAKER TILLY INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Nov 11, 2011 to Jul 8, 2013factForm ADV
→ SVA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 18, 2006 to Nov 14, 2011factForm ADV
→ DELOITTE INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jun 15, 2004 to Mar 8, 2006factForm ADV

Dated events

No dated event names this entity yet.