Jay Alexander Email & Phone Number
Wealth Manager
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Jay Alexander Location
- Huntington Beach, CA, US
Jay Alexander Work
- Wealth Manager @ Greystone Wealth Management (January 2026 - Present)
- Financial Planner @ Greystone Wealth Management (June 2017 - Present)
- Independent Financial Advisor @ (August 2023 - Present)
- Chapter President, Personal Financial Coach and Instructor @ (September 2019 - Present)
- Investment Advisor @ Greystone Wealth Advisors (June 2017 - Present)
- Retirement Plan Specialist @ (September 2011 - June 2017)
- Financial Advisor @ (September 2009 - September 2011)
Jay Alexander Education
- Arizona State University
Bachelor of Arts - BA (Financial Planning)
Jay Alexander Skills
- Active Listener
- Critical Thinking
- Family Wealth Management
- HNW
- Leadership
- Private Wealth Management
- Relationship Management
- Strategic Planning
- Strategice Planning
- Wealth Accumulation
- Wealth Management Services
Jay Alexander Summary
- Jay Alexander, based in Huntington Beach, CA, US, is currently a Wealth Manager at Greystone Wealth Management. Jay Alexander brings experience from previous roles at Greystone Wealth Management, Advisors Excel, American Financial Education Alliance and Greystone Wealth Advisors. Jay Alexander holds a Bachelor of Arts - BA in Financial Planning @ Arizona State University. With a robust skill set that includes Active Listener, Critical Thinking, Family Wealth Management, HNW, Leadership and more. Jay Alexander has 1 mobile phone numbers on RocketReach.
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