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A. Jay Munoz Location
Redlands, CA, US
A. Jay Munoz Work
1997 -now Independent Financial Advisor @
2022 -now Member @ Kiwanis Club of Redlands
2021 -now Director @
2016 -2024 San Bernardino County Committee on School District Organization @
2013 -2017 Board of Directors Member @ APPLE Scholarship Foundation
A. Jay Munoz Education
California State University-San Bernardino
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
1984-1989
A. Jay Munoz Skills
Investments
Mutual Funds
403 b
Wealth Management
Retirement Planning
Fixed Annuities
Retirement
IRAs
Equities
Financial Planning
Investment Advisory
Pensions
Customer Service
Strategic Financial Planning
Series 7
401k
Securities
Leadership
Alternative Investments
Bonds
Investment Strategies
Finance
Risk Management
Life Insurance
FINRA
Financial Analysis
Financial Advisory
Series 63
Relationship Management
Insurance
Portfolio Management
Wealth
Uniform Combined State Law
Wealth Management Services
Asset Allocation
Employee Benefits
Financial Planners
Fixed Income
Asset Management
Estate Planning
Microsoft Office
A. Jay Munoz Summary
A. Jay Munoz, based in Redlands, CA, US, is currently a Director at The Grove School. A. Jay Munoz brings experience from previous roles at PlanMember Securities Corporation, Kiwanis Club of Redlands, San Bernardino County Superintendent of Schools and APPLE Scholarship Foundation. A. Jay Munoz holds a 1984 - 1989 Bachelor of Business Administration - BBA in Finance and Financial Management Services @ California State University-San Bernardino. With a robust skill set that includes Investments, Mutual Funds, 403 b, Wealth Management, Retirement Planning and more. A. Jay Munoz has 2 emails on RocketReach.
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