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Jay Loyd
Address: 5040 Roswell Road, Atlanta, GA 30342
Telephone: 404-260-1666
Fax: 404-260-1766
Contact Email: Jay.Loyd@peachtreeplanning.com
Jay joined Peachtree Planning in 2011 and takes pride in helping his clients achieve their personal financial goals. Jay advises his clients in many different areas including investments, retirement planning, and life and disability insurance. Jay seeks to help his clients achieve their financial goals through comprehensive review and execution of personalized investment and risk management strategies.
An Atlanta native, Jay is a graduate of The Westminster Schools and The University of Georgia with a Bachelors in Business Administration, and is also a member of Northside United Methodist Church.
His office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is (404) 260-1666 and the fax number is (404) 260-1766. His email address is Jay.Loyd@peachtreeplanning.com.
James Loyd, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, Georgia 30342, 1-800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
#2012-4347
5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms