Jay has been providing sound financial advice to his clients since 2005. He graduated with a Bachelor of Science from Jacksonville State University in 1993 and a Masters of Science from Life University in 1995. Jay began his career with Peachtree Planning Corporation in 2005, after working as a business professional for several years. Jay was selected as a Financial Representative in 2005 and currently works in the Cartersville office along with Gene Lee and Cade Archer. He advises his clients on a variety of financial matters including retirement planning, investment planning and risk management. Jay develops strategies to help individuals, families and businesses reach financial security as efficiently and effectively as possible. He has been recognized for the last 7 years in Atlanta Magazine as one of their Five Star Wealth Managers*.
Jay is a lifelong resident of Cartersville and has twin boys Wesley and Watson. Jay and his wife, Memri, reside in Cartersville with her 3 boys Chase, Carson and Cade Horn. Passionate about his community, Jay is a member of the Cartersville/Bartow County Exchange Club, Cartersville/Bartow County Chamber of Commerce and is a past Board Member for the Good Neighbor Homeless Shelter. In his leisure time he enjoys time with family, golf and volunteering at local schools as a mentor.
His address is 111 Leake Street, Cartersville, GA 30120.
*This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.