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.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/