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Jay Fuller Location
Phoenix, AZ, US
Jay Fuller Work
Financial Advisor @ (June 2022 - Present)
Investment Professional @ JD Wellberg Financial (February 2021 - June 2022)
President and Founder @ (December 2017 - June 2022)
Financial Solutions Advisor @ (June 2020 - February 2021)
Wealth Management Consultant @ (May 2013 - January 2017)
Exclusive Financial Representative @ (August 2006 - August 2012)
Insurance and Annuity Sales @ Smart Financial Strategies (August 2005 - August 2006)
Exclusive Financial Specialist @ (August 1992 - August 2005)
Jay Fuller Education
University of Arizona
Jay Fuller Skills
Financial Planning
Investments
Finance
Wealth Management
Series 6
Retirement Planning
Securities
Relationship Management
Financial Advisory
Banking
Long Term Care
Indexed Annuities
Sales
401k
Series 7
Microsoft Word
Retirement
Wealth
Series 63
Strategic Financial
Variable Annuities
Insurance
Equity Indexed Annuities
Life Insurance
Financial Analysis
Asset Management
Financial Services
Equities
Strategic Financial Planning
Lead Generation
Volunteer Recruiting
Strategy
Fixed Income
Mutual Funds
Risk Management
Fixed Annuities
Volunteer Management
Jay Fuller Summary
Jay Fuller, based in Phoenix, AZ, US, is currently a Financial Advisor at Vanguard. Jay Fuller brings experience from previous roles at JD Wellberg Financial, Sound Wealth Management, LLC, Merrill Lynch and Saybrus Partners. Jay Fuller holds a University of Arizona. With a robust skill set that includes Financial Planning, Investments, Finance, Wealth Management, Series 6 and more. Jay Fuller has 2 emails and 2 mobile phone numbers on RocketReach.
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