Jay Marturano Email & Phone Number
General Agent @ Ohio National Financial Services
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Jay Marturano Location
- Irwin, PA, US
Jay Marturano Work
- General Agent @ (November 2017 - Present)
- Retirement Planning Specialist @ Osaic (January 2025 - Present)
- Founder, Director @ SERVICE Wealth Management (January 2012 - Present)
- Owner @ (September 2014 - February 2018)
- Executive Vice President @ Kenmar Wealth Management (December 2009 - January 2012)
- Retirement Planning Specialist @ (August 1995 - December 2009)
- Financial Professional @ The MONY Group (January 1995 - January 2005)
- District Agent @ (February 1992 - August 1995)
- Territory Sales Representative @ Simmons Business Systems (January 1991 - February 1992)
- Specialist Clerk-New York Stock Exchange @ Lawrence, O' Donnell, Marcus & Company (May 1990 - January 1991)
Jay Marturano Education
- Institute of Business & Finance
Certified Income Specialist (Retirement Income Strategies)
2011-2011 - The Wharton School
(Retirement Planning Specialist Certificate)
2007-2007 - Harvard University - Advest Institute
(Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois)
2000-2001 - American College
CLU/ChFC (Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law)
1997-1998 - University of Pittsburgh
Bachelors (Economics/Psychology)
1986-1990
Jay Marturano Skills
- Asset Allocation
- Wealth Management
- Investments
- Retirement
- Customer Service
- Securities
- Mutual Funds
- Account Management
- Finance
- Financial Services
- Management
- Retirement Planning
- Estate Planning
- Microsoft Word
- Affiliates
- New Business Development
- Insurance
Jay Marturano Summary
- Jay Marturano, based in Irwin, PA, US, is currently a General Agent at Ohio National Financial Services. Jay Marturano brings experience from previous roles at Osaic, SERVICE Wealth Management, Lion Street and Kenmar Wealth Management. Jay Marturano holds a 2011 - 2011 Certified Income Specialist in Retirement Income Strategies @ Institute of Business & Finance. With a robust skill set that includes Asset Allocation, Wealth Management, Investments, Retirement, Customer Service and more. Jay Marturano has 3 emails and 1 mobile phone numbers on RocketReach.
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