Jay has been involved in the markets for three decades, first from a commodity perspective followed by securities. He has studied technical analysis as an integral component of his fundamental approach to stock analysis.
Jay works with high net worth individuals and retirement accounts. He specializes in research and selection of equities and bonds, following the Ben Graham philosophy, "look for value not fads; buy when others are selling (when there’s blood in the streets) and take a long-term approach”. Jay bases his decisions on personal research combined with consensus research from many firms, as well as being a daily student of the market every day since he’s been active.
We consider Jay to be a great addition to our team and look forward to his contributions.
Active FINRA Licenses:
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law
- Series 65 – Uniform Investment Adviser Law Exam