Jay Lord Location
- Athens, GA, US
Jay Lord Work
- 2011 - now President @ President
- 2007 - 2011 Financial Advisor @
- 2006 - 2007 Financial Advisor @
Jay Lord Education
- Embry-Riddle Aeronautical University
Bachelor of Science (B.S.) (Aerospace, Aeronautical and Astronautical Engineering)
2000 - 2004
Jay Lord Skills
- Retirement Planning
- Wealth Management
- Investments
- Asset Allocation
- Series 7
- Mutual Funds
- Investment Advisory
- Financial Advisory
- Portfolio Management
- Securities
- Asset Management
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Investment Strategies
- Series 63
- Estate Planning
- Uniform Combined State Law
- IRAs
- 401k
- 401k Rollovers
- Life Insurance
- Wealth
- Equities
- Pensions
- Insurance
- Customer Service
- Strategy
- Marketing
- Finance
- Public Speaking
Jay Lord Summary
- Jay Lord, based in Athens, GA, US, is currently a President at President. Jay Lord brings experience from previous roles at Edward Jones and Merrill Lynch. Jay Lord holds a 2000 - 2004 Bachelor of Science (B.S.) in Aerospace, Aeronautical and Astronautical Engineering @ Embry-Riddle Aeronautical University. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Asset Allocation, Series 7 and more. Jay Lord has 3 mobile phone numbers on RocketReach.
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