Jay Halverson Email & Phone Number
Managing Director @ Citizens Private Wealth
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jay Halverson Location
- Camas, WA, US
Jay Halverson Work
- 2026 -now Managing Director @
- 2024 -2026 Managing Partner @ Blue Ocean Companies, LLC - Exited via Aquisition May 2026
- 2023 -2024 Senior Managing Director, J.P. Morgan Wealth Management @
- 2016 -2023 Senior Managing Director - Estate and Business Planning @
- 2014 -2016 Director @
- 2007 -2014 Managing Member @ Financial Blueprint Design, LLC
- 2004 -2007 President @ World Pet
- 2002 -2003 Chief Operating Officer @
- 2001 -2002 Vice President Sales, Western Region @ Unicru
- 1997 -2000 Vice President Sales - ATM Division ( Formally Card Capture Services) @
- 1988 -1997 Agent @
Jay Halverson Education
- University of Oregon
Finance
Jay Halverson Summary
- Jay Halverson, based in Camas, WA, US, is currently a Managing Director at Citizens Private Wealth. Jay Halverson brings experience from previous roles at Blue Ocean Companies, LLC - Exited via Aquisition May 2026, J.P. Morgan, First Republic Private Wealth Management and UBS Wealth Management. Jay Halverson holds a Finance @ University of Oregon. Jay Halverson has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jay Halverson?
Find contact details for 700 million professionals.
Others Named Jay Halverson
Jay Halverson
VP
Colorado Springs, CO, US
Jay Halverson
Senior Project Manager - LFI Treasury Management
Florida, United States
Jay Halverson
Digital Solutions Representative
Denver, CO, US
Jay Halverson
Department Manager
Eden Prairie, MN, US
Top Citizens Private Wealth Employees
Paul Hagen
Senior Vice President - Senior Investment Manager
Philadelphia, PA, US
Jonathan Soto
Managing Director
United States
Stephen Delgado
Managing Director
New York, NY, US
Joan Bozek
Chief Fiduciary Officer and Head of Wealth Trust
Boston, MA, US
Mike Shayestehfar
Managing Director, Private Wealth Manager
Los Angeles, CA, US
Doug Moxham
Sr. Vice President and Private Wealth Advisor
Medford, NJ, US
Michael Hans
Chief Investment Officer
Tarrytown, NY, US
Rod Olea
Managing Director - Head of Fixed Income
San Francisco, CA, US
Rick Suarez
Chief Executive Officer
New York, NY, US
George Gipp
Managing Director
Manhasset, NY, US
Tara Corcelli
Vice President
Providence, RI, US
Nicholas Pirrotta
Managing Director
New York, NY, US
Derek Engen
Managing Director
San Francisco, CA, US
Mitchell Weitz
Managing Director | Senior Investment Specialist
California, United States
Drew Curto
Managing Director | Wealth Manager
United States
Jay Halverson
Managing Director
Camas, WA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co