Jay Ezzell Email & Phone Number
Managing Director, Founder @ Natoma Wealth
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jay Ezzell Location
- Folsom, CA, US
Jay Ezzell Work
- 2014 -now Managing Director, Founder @
- 1999 -2014 Senior Vice President, Wealth Management @
Jay Ezzell Education
- Stanford University
Innovation and Entrepreneurship Program (Innovation and Entrepreneurship Program)
- California State University-Sacramento
- UCLA Anderson School of Management
Certified 401(k) Professional (C(k)P™)
- University of Pennsylvania
Wharton School of Business
Jay Ezzell Skills
- High Net Worth Individuals
- Fiduciary Management
- Strategic Financial Planning
- Fiduciary Services
- Portfolio Management
- Portfolio Optimization
- Equity Research
- Investment Strategies
- Wealth Preservation Planning
- Asset Management
- Options
- Municipal Bonds
- Retirement Plan Consulting
- Employee Benefits
- Alternative Investments
- Qualified Retirement Plans
- 401k
- Pensions
- Retirement Planning
- Retirement
- Finance
- Financial Advisory
- Wealth Management
- Microsoft Office
- Startups
- Entrepreneurship
- Strategic Planning
- Strategy
Jay Ezzell Summary
- Jay Ezzell, based in Folsom, CA, US, is currently a Managing Director, Founder at Natoma Wealth. Jay Ezzell brings experience from previous roles at Merrill Lynch. Jay Ezzell holds a Innovation and Entrepreneurship Program in Innovation and Entrepreneurship Program @ Stanford University. With a robust skill set that includes High Net Worth Individuals, Fiduciary Management, Strategic Financial Planning, Fiduciary Services, Portfolio Management and more. Jay Ezzell has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jay Ezzell?
Find contact details for 700 million professionals.
Others Named Jay Ezzell
Jay Ezzell
Managing Director, Founder
Folsom, CA, US
Top Natoma Wealth Employees
Jay Ezzell
Managing Director, Founder
Folsom, CA, US
Alec Fisher
Managing Director, Private Wealth Advisor
Folsom, CA, US
Kyle Felske
Private Wealth Advisor
Folsom, CA, US
Meredith Mussano
Registered Client Service Associate
Placerville, CA, US
Matt Richardson
Wealth Advisor
Sacramento, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co