Years of Experience
5-20+ Years
GAITHERSBURG, MD
1 Years Experience
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
9 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.
Frederick, MD
6 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
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
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
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
26 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
COLUMBIA, MD
33 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.
LINTHICUM HEIGHTS, MD
16 Years Experience
0 Disclosures
ADVISOR BIO
Jay Logwood is a financial advisor with Valic Financial Advisors, Inc. Jay is registered to provide investment advice in Delaware, District of Columbia, Maryland, Pennsylvania, Virginia, and West Virginia. Jay is licensed to provide securities advice in the United States, and has been working in the financial services industry since November 2009. Jay has specialized in the following areas: financial planning, investment advisory services for individuals, and portfolio management. Jay's work is focused on providing financial advice to high-net-worth individuals and corporations.
SPECIALIZATIONS
Bethesda, MD
0 Disclosures
ADVISOR BIO
Jay Paul Levin is a financial advisor at MAI Capital Management, LLC. Jay has over 30 years of experience in the financial industry, specializing in providing comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jay is a Certified Financial Plannerâ„¢ and holds the Series 63 and 65 licenses. Prior to joining MAI Capital Management, LLC, Jay worked as a financial advisor at INVESTMENT PLANNING ASSOCIATES, INC. and held previous roles at INVESTMENT ADVISORS & CONSULTANTS, INC., GRUNTAL & CO. INCORPORATED and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Jay is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals.
SPECIALIZATIONS
