Years of Experience
5-20+ Years
GAITHERSBURG, MD
0 Disclosures
ADVISOR BIO
Javier Portillo is a registered representative with PFS Investments Inc., licensed in Maryland. Javier's professional experience spans several years in the financial services industry. Javier specializes in Investment Company Products/Variable Contracts and holds a Series 6TO and a SIE license. Javier is dedicated to helping clients reach their financial goals.
SPECIALIZATIONS
BALTIMORE, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Javier Bermudez is a financial advisor who has been working in the industry since October 2016. Javier is registered with T. Rowe Price Investment Services, Inc. and holds Series 3, 7, and 63 licenses. Javier is registered in 53 states and the District of Columbia.
SPECIALIZATIONS
No specializations listed.
ROCKVILLE, MD
25 Years Experience
0 Disclosures
ADVISOR BIO
Jay Bradley Wilen is a financial advisor with Obsidian Personal Planning Solutions, LLC. Jay has been in the financial services industry since 1999 and has a broad range of experience. Jay has a strong track record of providing financial planning and investment management services to individuals, families, and small businesses. Jay has a Series 6, 7, 63, and 65 licenses.
SPECIALIZATIONS
Lutherville-Timonium, MD
22 Years Experience
1 Disclosures
ADVISOR BIO
Jay Estabrook is a financial advisor with Founders Financial Securities LLC in Lutherville-Timonium, Maryland. Jay has been in the industry since 2003 and holds the Series 66, Series 7, and SIE licenses. Jay has previous experience with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. He is licensed in 20 states and has also worked as a CPA for Estabrook and Company, providing tax and accounting services. Jay has a strong focus on providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, corporations, and pension and profit-sharing plans.
SPECIALIZATIONS
ROCKVILLE, MD
38 Years Experience
0 Disclosures
ADVISOR BIO
Jay Allen Mitzner is a financial advisor with Grove Point Advisors, LLC in Rockville, MD. Jay has been working in the financial industry since 1987. Jay is a Chartered Financial Consultant and holds the Series 6, Series 22, Series 63, and SIE licenses. Jay is a registered investment advisor in Maryland, Florida, New York, and Virginia. Jay also owns Jay Mitzner Financial Services which specializes in insurance sales.
SPECIALIZATIONS
CROFTON, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Jay Zollars is a registered representative with PFS Investments Inc. based in CROFTON, MD. Jay has been in the financial services industry since 2018. They specialize in Investment Company Products/Variable Contracts. Jay holds the Series 6 and SIE licenses. PFS Investments Inc. is a Registered Investment Adviser (RIA) that provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
SPECIALIZATIONS
Potomac, MD
0 Disclosures
ADVISOR BIO
Jay Michael Weinstein is an Investment Advisor Representative at Wealthspire Advisors. Jay Michael Weinstein is a registered Investment Advisor in Maryland. Jay Michael Weinstein has been in the financial services industry since 2011 and has a Series 65 license. Jay Michael Weinstein has a designation as a Chartered Financial Analyst.
SPECIALIZATIONS
Frederick, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Jay Leslie Wolfe is a financial advisor at Cambridge Investment Research Advisors, Inc. Jay has been in the financial industry for over 10 years and holds licenses in both broker-dealer and investment advisor capacities. Jay specializes in working with individuals, families, and small businesses to provide financial advice and guidance. Jay is committed to helping clients reach their financial goals.
SPECIALIZATIONS
COLUMBIA, MD
32 Years Experience
10 Disclosures
ADVISOR BIO
Jay Sims is a financial advisor who has been in the industry since 1992. Jay is currently registered with Cetera Advisor Networks LLC and has been with the firm since 2013. Previously, Jay was employed with ING Financial Partners, Inc., Transamerica Financial Advisors, Inc., Valmark Securities, Inc., H. Beck, Inc. and MML Investors Services, Inc. Jay is licensed to offer securities in Delaware, District of Columbia, Florida, Georgia, Maryland, Oklahoma, Pennsylvania, South Carolina and Virginia. Jay holds Series 6 and Series 63 licenses.
SPECIALIZATIONS
No specializations listed.
Hunt Valley, MD
0 Disclosures
ADVISOR BIO
Jay Paul Schuman is an Investment Advisor Representative who has been working in the financial industry for over 25 years. Jay is currently registered with The Colony Group, LLC, an investment firm based in Boston, Massachusetts. Jay specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jay is also a Certified Financial Planner. Prior to joining The Colony Group, LLC, Jay worked for Horan Capital Management, LLC and Connectus Wealth.
SPECIALIZATIONS
