Jay Lawrence Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ practitioner @ Northeast Planning Associates
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Jay Lawrence Location
- Dover, NH, US
Jay Lawrence Work
- CERTIFIED FINANCIAL PLANNER™ practitioner @ (November 2013 - Present)
- Co-Owner and Manager @ 80/20 Music, LLC (December 2012 - Present)
- CERTIFIED FINANCIAL PLANNER™ practitioner @ (June 2008 - September 2013)
- Investment Consultant @ (June 2008 - December 2011)
Jay Lawrence Education
- University of New Hampshire
Economics (Music Studies)
2003-2007
Jay Lawrence Skills
- Alternative Investments
- Estate Planning
- Series 63
- Certified Financial
- Financial Planners
- Pensions
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Investment Strategies
- Financial Goals
- Asset Management
- Certified Financial Planner
- Defined Benefit
- Financial Analysis
- Uniform Combined State
- Retirement
- Series 65
- Securities
Jay Lawrence Summary
- Jay Lawrence, based in Dover, NH, US, is currently a CERTIFIED FINANCIAL PLANNER™ practitioner at Northeast Planning Associates. Jay Lawrence brings experience from previous roles at 80/20 Music, LLC and Fidelity Investments. Jay Lawrence holds a 2003 - 2007 Economics in Music Studies @ University of New Hampshire. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Certified Financial, Financial Planners and more. Jay Lawrence has 2 emails and 2 mobile phone numbers on RocketReach.
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