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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 1 mobile phone numbers on RocketReach.
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