Serving Torrance - Madison Park
Jay has served his clients in the financial services industry for over 15 years providing them with sound and objective financial guidance. As an undergraduate, Jay studied Economics at Claremont McKenna College. He went on to earn an MBA in Finance from the University of North Carolina at Chapel Hill. Subsequently, Jay worked as a Fixed Income Trader for Bank of America for 8 years. Jay is committed to staying current with news that impacts the financial markets. That knowledge supports his strengths in portfolio construction and the understanding of risk/reward relationships. Jay is very responsive to each member’s needs and looks forward to hearing from you!
Jay holds the following registrations through LPL Financial: Series 7, 63, and 65
Jay is registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MI, MN, NC, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA
Sales Assistant Angela Yi-Vo firstname.lastname@example.org Phone: 310.643.3250
Check the background of this investment professional on FINRA’s BrokerCheck.