Investment Advisor Representative
Facts about Jay
Q. First car?
A.1980 station wagon.
Q. Family tradition?
A. Christmas morning, just us.
Q. Ideal super power?
Q. Dream vacation?
A. Swiss Alps.
As a registered investment advisor representative, Jay is devoted to developing custom financial strategies and ensures he will do everything he can to help enhance his clients financial position. He is committed to providing the most accurate market and account information and delivers that information in a way that is easy to understand. His knowledge and creative approach enables Jay to help his clients clarify their goals and identify the strategies to achieve them.
One of the ways I describe my approach to life is, “Be quick, but don’t hurry”.
Jay graduated from the University of Missouri – Kansas City in 1997 with a Business Communications degree. With 20 years of experience in the financial services industry, Jay holds FINRA 6, 7, 63, and 65 licenses in addition to insurance licenses.
California Insurance License #0H37006
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