![Chris Jay](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Christopher R.
Jay is a Senior Wealth Manager at Doyle Wealth Management, Inc. He brings over eight years of experience in the financial services industry.
As a Certified Financial Planning practitioner, his expertise is working with clients to review their retirement, insurance, tax, and estate planning needs, and working with them to create an investment strategy that aligns with each client’s unique goals and preferences.
He began his career with Fidelity Investments in 2007 in various roles, but most recently as a Financial Consultant, managing $400M in assets under administration.
He helped clients develop retirement income plans, and helped them consider investment and income options.
Prior to working with Doyle Wealth Management, he was a Client Advisor at Mercer Global Advisors.
He also served in a holistic advisory role, working with about 70 high net worth families.
In addition to developing their investment strategy from a suite of options, he also reviewed estate plans, tax returns, and insurance needs to work with clients’ attorneys, CPAs, and insurance agents to educate and guide clients on their overall financial journey.
He graduated from Flagler College in St. Augustine with a bachelor’s degree in Business Administration,
Aktive Positionen von Chris Jay
Unternehmen | Position | Beginn |
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Doyle Wealth Management LLC
![]() Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Analyst-Equity | 01.01.2016 |
Ausbildung von Chris Jay
Flagler College | Undergraduate Degree |
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Private Unternehmen | 1 |
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Doyle Wealth Management LLC
![]() Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Finance |