Broker Check
Jay Patel

Jay Patel has been providing sound financial guidance to his clients since 2022. He graduated with a Bachelor of Science in Financial Planning from the University of Georgia. He was a participant of the Student Financial Planning Association and the Volunteer Income Tax Assistance (VITA) program.

Jay began his career as a Financial Professional with Peachtree Planning in 2022, after working as a business professional for several years. Jay currently works in the Atlanta office. He guides his clients on a variety of financial matters including retirement planning and risk management. Jay develops strategies to help individuals, families and businesses reach financial confidence as efficiently and effectively as possible. 

Jay lives in Atlanta, GA. In his leisure, he enjoys playing basketball, traveling, and cheering for the Dawgs!  His office is located at 5040 Roswell Road, Atlanta, GA 30342. The cell phone number is 229-328-8850 and the office number is 404-260-1673. His email address is jay.b.patel@peachtreeplannning.com.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian, AR Insurance License Number - 20364127, CA Insurance License Number - 4308375.