Jay Falcone Email & Phone Number
Financial Advisor @ LPL Financial
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Jay Falcone Location
- Hamden, CT, US
Jay Falcone Work
- Financial Advisor @ (January 2019 - Present)
- LPL Financial Advisor @ (January 2019 - January 2024)
- Financial Advisor @ (April 2011 - January 2019)
- Emerald Coach @ (September 2010 - August 2014)
- First Vice President - Investments @ Janney Montgomery Scott (October 2006 - January 2011)
- Financial Advisor @ UBS/PaineWebber (September 1999 - September 2006)
Jay Falcone Education
- Eastern Connecticut State University
BA (Economics)
1997-1999 - University of Lynchburg
Business
1994-1996 - Worcester Academy
Post Graduate
1993-1994 - Stonington High School
High School
1989-1993
Jay Falcone Skills
- Insurance
- Financial Planning
- Asset Allocation
- Retirement Planning
- Investments
- Equities
- Wealth Management
- Series 7
- Annuities
- Retirement Income Strategies
- Estate Planning
- Small Business
- Mutual Funds
- Investment Advisory
- Risk Management
- Asset Management
- Health
- Microsoft Office
- Securities
- Strategic Planning
- Financial Analysis
- Budgeting
- Word
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Life Insurance
- Asset Managment
- Employee Benefits
- Finance
- Microsoft Word
- Budgets
- Portfolio Management
- 401k
- Business Planning
- Financial Advisory
- Financial Services
- Health Insurance
- Investment Strategies
- Relationship Management
- Alternative Investments
- Banking
- Credit
- Due Diligence
- Leadership
- Loans
- Long-term Care
- Mergers & Acquisitions
- Private Equity
- Series 63
Jay Falcone Summary
- Jay Falcone, based in Hamden, CT, US, is currently a Financial Advisor at LPL Financial. Jay Falcone brings experience from previous roles at Gateway Financial Partners, Waddell & Reed, Team Beachbody and Janney Montgomery Scott. Jay Falcone holds a 1997 - 1999 BA in Economics @ Eastern Connecticut State University. With a robust skill set that includes Insurance, Financial Planning, Asset Allocation, Retirement Planning, Investments and more. Jay Falcone has 4 emails and 2 mobile phone numbers on RocketReach.
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