Series 6, 63, 65
Jay is a dynamic and driven professional who loves helping individuals and families take charge of their financial future. His passion for financial services grew out of his own experiences and the valuable lessons he learned about what not to do with money. From an early stage, he recognized that understanding personal finance is the key to making a real difference in the world. Jay is all about helping clients get on the path towards achieving their financial goals. He offers personalized advice and guidance to help clients reach their financial objectives. Jay holds the Series 6, 63, and 65 licenses and has three years of experience in the financial services industry. He obtained his B.S. in Business Administration & Finance at DeVry University.
Jay lives in Orlando, Florida with his wife, two kids, and two dogs. When he’s not working, you’ll find him at the gym or enjoying a round on the golf course. Both he and his wife share a love for hiking, fueling his ambition to visit every national park in the United States. He’s also an avid food enthusiast that is always on the lookout for new and exciting restaurants to visit. When he has downtime he reads and listens to personal development books, prioritizing continuous growth and personal development as both an individual and business leader.