Jay is a Financial Assistant with LPL Financial's Para-Planning Solutions team and provides comprehensive support to Midtown Financial Group, LLC. As a key partner, Jay is committed to Midtown Financial Group, LLC's mission and provides detailed data analysis and comprehensive planning strategies to assist clients in pursuing their financial goals. Jay is currently pursuing his CFP® designation.
Prior to joining LPL Financial in 2019, Jay served as a Portfolio Manager and Financial Planner for a financial services firm on the West Coast. He received both his Master of Science in Finance and his Bachelor of Science in Finance from the University of San Diego.
Jay enjoys spending time with his girlfriend and dog on road trips and on beach outings. He also volunteers at the Humane Society by walking dogs and socializing with the animals.
LPL’s Financial Planning group is not affiliated with Midtown Financial Group, LLC.