Jay Bartley Email & Phone Number
Registered Representative of Park Avenue Securities
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Jay Bartley Location
- Texas, United States
Jay Bartley Work
- 2015 -now Registered Representative of Park Avenue Securities @ Registered Representative Rethink Wealth
- 2013 -2015 Senior Wealth Advisor @ American National Bank of Texas
- 2012 -2013 Owner @ Wealth Management and Corporate Consultant
- 2011 -2012 Senior Vice President, Private Client Advisor @
- 2009 -2011 Senior Vice President @
- 2007 -2009 Financial Advisor @ Clifton Capital Partners, Inc.
- 2002 -2007 Vice President and Senior Trust Officer @
Jay Bartley Education
- Texas A&M University
Bachelor of Business Administration (B.B.A.) (Accounting)
1979-1983
Jay Bartley Skills
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Corporate Branding
- Relationship Marketing
- Cash Management
- Investment Management
- Loans
- Portfolio Management
- Trust Management
- Charitable Trusts
- Trusted Advisor
- Insurance
- Business Development
- Estate Planning
- Wealth
- Real Estate
- Series 7
- Asset Allocation
- Retirement Planning
- Due Diligence
- Investments
- Wealth Management Services
- Mutual Funds
- Financial Analysis
- Finance
- Financial Services
- Relationship Management
- Banking
- Securities
- Strategy
- Credit
- Financial Planning
- Investment Advisory
- Captive Insurance
- Private Bonds
- Planning
- Net
- Event Planning
- Program Manager
- Fundraising
- Donor Relations
- Risk Reduction
- Credit Analysis
- Services
- Rhinoceros 3d
Jay Bartley Summary
- Jay Bartley, based in Texas, United States, is currently a Registered Representative of Park Avenue Securities at Registered Representative Rethink Wealth. Jay Bartley brings experience from previous roles at American National Bank of Texas, Wealth Management and Corporate Consultant, U.S. Trust and Comerica Bank. Jay Bartley holds a 1979 - 1983 Bachelor of Business Administration (B.B.A.) in Accounting @ Texas A&M University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, High Net Worth Individuals, Corporate Branding, Relationship Marketing and more. Jay Bartley has 3 mobile phone numbers on RocketReach.
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