Jay T. Location
- Davidson, NC, US
Jay T. Work
- 2024 - now Managing Partner @
- 2021 - 2024 Partner, Senior Financial Advisor, 4Point Wealth Management @
- 2007 - 2021 Financial Advisor @
- 2005 - 2007 Personal Banker @
Jay T. Education
- Yale School of Management
(Investment Management Theory & Practice)
2022 - 2022 - The University of Chicago Booth School of Business
Certified Private Wealth Advisor® Program (Financial Planning and Services)
2020 - 2020 - College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™)
2014 - 2016 - The American College of Financial Services
(Chartered Life Underwriter)
2023null - Nova Southeastern University
Master of Business Administration (MBA) (Finance, General)
2013null
Jay T. Summary
- Jay T., based in Davidson, NC, US, is currently a Managing Partner at 4Point Wealth Management. Jay T. brings experience from previous roles at Wells Fargo Advisors and Bank of America. Jay T. holds a 2022 - 2022 Yale School of Management. Jay T. has 1 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Jay T.?
Find contact details for 700 million professionals.
Others Named Jay T.
Jay T
Chief Marketing Officer
New York, NY, US
Jay T
Director of Product Engineering
Irving, TX, US
Jay T.
Vice President and General Manager
United States
Jay T.
Advisory Associate
New York, NY, US
Top 4Point Wealth Management Employees
Jay T.
Managing Partner
Davidson, NC, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co