ADVISOR BIO

Jay Bharat Patel is a registered investment advisor representative with Park Avenue Securities LLC. Jay has been in the financial services industry since 2008. Jay holds the Series 66, Series 7TO and SIE licenses. Jay is licensed to provide investment advice in Florida and Georgia. Jay specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Jay Alan Bowen is an investment advisor representative at THE Colony Group, LLC. Jay is registered as an investment advisor in Georgia and Texas. Jay specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Jay has a Series 65 license and holds the Certified Financial Planner designation.

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ADVISOR BIO

Jay Lindsay Geaslen is a financial advisor at Avantax Advisory Services. Jay has been working in the financial services industry since 1991 and has a strong track record of success in helping clients achieve their financial goals. Jay specializes in providing comprehensive financial planning, investment management, and retirement planning services to individuals and families. Jay is a highly qualified and experienced financial advisor with a proven ability to build long-term relationships with clients. Jay is committed to providing personalized service and helping clients make informed financial decisions. Jay is licensed to provide financial advice in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.

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ADVISOR BIO

Jaya Narvil is a financial advisor with Morgan Stanley. Jaya is registered with FINRA and holds the Series 7TO, Series 63, and SIE licenses. Jaya is licensed to provide securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jaya specializes in providing financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Jayesh Intwala is a financial advisor with The Ayco Company, LP, a registered investment advisor. Jayesh has been in the financial services industry since 2008. Jayesh is registered with the state of Georgia. The Ayco Company, LP offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

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ADVISOR BIO

Jaylan Lindsey is a financial professional with over 2 years of experience in the industry. Jaylan is currently registered with Morgan Stanley and holds Series 7TO, SIE and Series 63 licenses. Jaylan has a broad range of experience, having previously worked at E*TRADE SECURITIES LLC. Jaylan is licensed in 53 states and the District of Columbia. Jaylan works primarily with high net worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

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ADVISOR BIO

Jaymie Dietz is a financial advisor with Morgan Stanley. Jaymie Dietz has been in the industry since 2017 and holds Series 6, 7, 63, 66 and SIE licenses. Jaymie Dietz is registered in 26 states, including Georgia, Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Montana, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Virginia and Washington.

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ADVISOR BIO

Jaynell Cherie Talaber has been in the financial services industry since March 1989 and currently is a Registered Representative and Investment Advisor Representative with IFG Advisory, LLC. Jaynell has an extensive background with various firms, including Wells Fargo Clearing Services, LLC, First Union Brokerage Services, Inc., and Bear, Stearns & Co. Inc. Jaynell holds the Series 63, 65, 7, 9, 10, and SIE licenses, giving her expertise in various financial areas. Jaynell's focus at IFG Advisory, LLC, is providing investment advice to individual and institutional clients, including financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Jayson Best is a financial advisor with Morgan Stanley. Jayson has been working in the financial services industry since 2010 and has a wide range of experience. Jayson is registered to provide investment advice in 53 states and is also registered with FINRA. Jayson's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones and Allen, Mooney & Barnes Brokerage Services, LLC.

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ADVISOR BIO

J. Brian King is an investment advisor representative at Research Financial Strategies. J. Brian King is registered with the state of Georgia. J. Brian King has a total of 27 years of experience in the industry. Prior to joining Research Financial Strategies, J. Brian King was employed by LPL FINANCIAL LLC. J. Brian King has passed the Series 7 and Series 66 exams. J. Brian King is registered with the state of Georgia. J. Brian King has passed the Series 7 and Series 66 exams.

SPECIALIZATIONS