Jay Spector Email & Phone Number
Co-Chief Executive Officer, Founding Partner and Private Wealth Manager @ EverVest Financial
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Jay Spector Location
- Scottsdale, AZ, US
Jay Spector Work
- 2023 -now Co-Chief Executive Officer, Founding Partner and Private Wealth Manager @
- 2017 -now Partner - Wealth Advisor @ BSWS, LLC dba Barton Spector Wealth Strategies
- 2017 -now Registered Representative @
- 2017 -now Partner - Wealth Advisor @
- 2011 -2017 Wealth Management Advisor, Vice President @
- 2008 -2011 Financial Advisor @ A.G. Edwards & Sons, Inc. --> Wachovia Securities --> Wells Fargo Advisors
- 2003 -2006 Executive Director @
- 2000 -2003 Director of Federal Affairs @
- 1999 -2000 Special Assistant to the Secretary of the Interior @
Jay Spector Education
- Johns Hopkins University
Master's Degree
2001-2006 - Northern Arizona University
Bachelor of Business Administration - BBA
1992-1996 - Northern Arizona University
Bachelor's Degree
1992-1996
Jay Spector Skills
- Public Affairs
- Strategic Financial Planning
- Lobbying
- Financial Modeling
- Portfolio Management
- Series 63
- Securities
- Investments
- Government Relations
- Finance
- Financial Analysis
- Series 7
- Wealth Management
- Mutual Funds
- Asset Managment
Jay Spector Summary
- Jay Spector, based in Scottsdale, AZ, US, is currently a Co-Chief Executive Officer, Founding Partner and Private Wealth Manager at EverVest Financial. Jay Spector brings experience from previous roles at BSWS, LLC dba Barton Spector Wealth Strategies, LPL Financial, Stratos Wealth Partners and Merrill Lynch Wealth Management, Bank of America Corporation. Jay Spector holds a 2001 - 2006 Master's Degree @ Johns Hopkins University. With a robust skill set that includes Public Affairs, Strategic Financial Planning, Lobbying, Financial Modeling, Portfolio Management and more. Jay Spector has 4 emails on RocketReach.
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