Jay Schurman's Location

Alameda, California, United States

Jay Schurman's Work

Jay Schurman's Education

  • Cornell University

    Bachelor Of Science (Economics, Education, Agriculture)

    1974 - 1980
  • Bethesday Chevy Chase High School

Jay Schurman's Skills

  • Estate Planning
  • Portfolio Management
  • Strategic Financial Planning
  • Small Business
  • Strategic Financial
  • Investments
  • ESOP
  • Retirement
  • Asset Allocation
  • Investment Advisory

Jay Schurman's Summary

Jay Schurman, based in Alameda, California, United States, is currently a Financial Planner at Lincoln Financial Advisors, bringing experience from previous roles at Western Pension & Benefits Council, Morgan Stanley, Score San Diego and Legg Mason. Jay Schurman holds a 1974 - 1980 Bachelor Of Science in Economics, Education, Agriculture @ Cornell University. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Small Business, Strategic Financial and more, Jay Schurman contributes valuable insights to the industry. Jay Schurman has 1 email and 1 mobile phone number on RocketReach.

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