Jay focuses on supporting advanced financial planning efforts and complex planning needs for Financial Advisors in Janney’s Mid-Atlantic region.
Jay has more than 35 years of experience in the financial services industry. He joined Janney from M&T Bank/Wilmington Trust, where he served as a Senior Financial Planner supporting their Western Pennsylvania and New York branches.
He is a Certified Financial Planner professional, Chartered Life Underwriter and Chartered Financial Consultant. He also holds a Certification for Long-Term Care® designation, as well as his Series 6, 7, 24, 63, and 65 securities licenses.