Jay is a Certified Financial Planner practitioner, Investment Advisor Representative and Behavioral Economist. He has been advising clients since 1999, and has a great understanding on how investors are influenced by volatility and emotions – and its influence on their investment decisions. He has learned that the best thing investors can do is have a clear, concise investment strategy in place to help them weather the storms (both economic and emotional).
Jay has a Bachelor of Science in Business Finance, as well as, a Master of Science in Applied Economics with an emphasis in behavioral economics. He has been published in financial journals on the topic of investor behavior, and is a regular speaker at financial conferences worldwide.
Jay is a Investment Advisor Representative and will therefore act in the capacity of a fiduciary. This means he is legally obliged to act in your best interest. Jay holds Financial Industry Regulatory Authority (FINRA) licenses: S-7, S-31
Jay and his wife, Lonnie, have two children and reside in Woodbury, MN. In his free time he enjoys cycling, traveling and reading.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.