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Jay is WFG’s Director of Investment Strategy, responsible for guiding the firm’s investment strategies and client strategies. Jay leads a team of professionals dedicated to monitoring investments and ensuring a high level of proactive service for all clients. WFG’s values and commitment to investment excellence further enhances our efforts to identify the most appropriate vehicles to promote clients’ long-term goals, and the service clients receive every day. Jay has been a guest lecturer at area universities and sits on investment committee boards for non-profit organizations throughout the Washington, D.C. area.
Jay lives in Washington, DC and enjoys reading, playing golf, soccer, tennis and attending Washington Nationals games. He is a lifelong Packers fan and Chelsea soccer fan.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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