Jay Halverson Email & Phone Number
Managing Director @ Citizens Private Wealth
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Jay Halverson Location
- Camas, WA, US
Jay Halverson Work
- Managing Director @ (May 2026 - Present)
- Managing Partner @ Blue Ocean Companies, LLC - Exited via Aquisition May 2026 (August 2024 - May 2026)
- Senior Managing Director, J.P. Morgan Wealth Management @ (July 2023 - July 2024)
- Senior Managing Director - Estate and Business Planning @ (April 2016 - July 2023)
- Director @ (April 2014 - April 2016)
- Managing Member @ Financial Blueprint Design, LLC (December 2007 - April 2014)
- President @ World Pet (January 2004 - January 2007)
- Chief Operating Officer @ (January 2002 - January 2003)
- Vice President Sales, Western Region @ Unicru (January 2001 - January 2002)
- Vice President Sales - ATM Division ( Formally Card Capture Services) @ (January 1997 - January 2000)
- Agent @ (January 1988 - January 1997)
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 2 emails and 1 mobile phone numbers on RocketReach.
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