Jay began his career in the financial services industry in 1976. He has enjoyed helping his clients to work towards their financial dreams and goals. Jay is a Life and Qualifying member of the Million Dollar Round Table, the premier organization of financial professions, with its members coming from over 75 countries worldwide. Jay has also reached the highest level of MDRT membership a “Top of the Table Member” which is based on advisor production. He is a member of The National Association of Insurance & Financial Advisors and The Financial Planning Association.
Jay is an experienced speaker for financial planning seminars and group meetings, and has been seen on NBC in Philadelphia, PA as a financial professional. Jay has been invited to speak at many sales organizations and industry meetings. Jay has also spoken at Universities addressing their athletic programs with his high energy, goal setting motivational speeches.
Jay advises business owners, professionals, executives and individuals with their financial planning concerns. Jay provides services for fee-based asset management, Life Insurance Planning, Disability Insurance, Retirement Planning, Investments, College Planning, Estate Planning, Employer Sponsored Retirement Plans and Business Continuation Plans. Jay is listed is Philadelphia Magazine as one of the “FIVE STAR” top money managers/financial planners in Philadelphia, PA for the years 2012-2017.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2017 Five Star Wealth Managers.
In addition to his professional responsibilities, Jay still finds time for civic and community involvement. Jay always finds time to give back to his industry by mentoring young professionals and seasoned professionals whenever he is asked for his guidance or to facilitate a study group meeting.
Jay has been married to Judy Weintraub since January of 1987. They made their home in Southampton PA for 36 years and now reside in Boynton Beach, Florida. During the summer months they reside in Margate, New Jersey where they enjoy their family and friends.